SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 426 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $60,281 | -4.5% | 1,461 | 0.0% | 0.02% | -4.8% |
| Q2 2023 | $63,115 | +6.1% | 1,461 | 0.0% | 0.02% | +5.0% |
| Q1 2023 | $59,492 | +4.7% | 1,461 | 0.0% | 0.02% | -4.8% |
| Q4 2022 | $56,818 | +13.6% | 1,461 | 0.0% | 0.02% | +5.0% |
| Q3 2022 | $50,000 | -7.4% | 1,461 | 0.0% | 0.02% | -4.8% |
| Q2 2022 | $54,000 | -11.5% | 1,461 | 0.0% | 0.02% | +10.5% |
| Q1 2022 | $61,000 | -29.1% | 1,461 | -28.6% | 0.02% | -29.6% |
| Q4 2021 | $86,000 | +19.4% | 2,045 | +11.1% | 0.03% | +3.8% |
| Q3 2021 | $72,000 | +12.5% | 1,841 | -0.7% | 0.03% | -3.7% |
| Q4 2020 | $64,000 | – | 1,854 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 10,127,211 | $349,288,000 | 23.81% |
| NICOLET ADVISORY SERVICES, LLC | 3,392,221 | $118,829,000 | 19.38% |
| RESTON WEALTH MANAGEMENT LLC | 927,458 | $31,988,000 | 19.05% |
| Choice Wealth Advisors, LLC | 609,938 | $21,037,000 | 17.60% |
| Willis Johnson & Associates, Inc. | 3,102,901 | $107,019,000 | 15.59% |
| Tennessee Valley Asset Management Partners | 1,078,073 | $37,183,000 | 14.58% |
| Whitcomb & Hess, Inc. | 913,187 | $31,496,000 | 14.18% |
| ERTS Wealth Advisors, LLC | 1,448,830 | $49,970,000 | 14.02% |
| Compton Financial Group, LLC | 838,040 | $28,904,000 | 13.30% |
| Ford Financial Group, LLC | 837,468 | $28,884,000 | 12.03% |