SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 701 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $558,000 | +23.2% | 13,276 | +14.2% | 0.17% | +9.0% |
| Q3 2021 | $453,000 | +6.1% | 11,626 | +7.6% | 0.16% | +4.7% |
| Q2 2021 | $427,000 | +9.8% | 10,806 | +5.4% | 0.15% | -2.6% |
| Q1 2021 | $389,000 | +44.1% | 10,253 | +30.4% | 0.15% | +38.2% |
| Q4 2020 | $270,000 | -77.5% | 7,865 | +17.0% | 0.11% | -80.4% |
| Q3 2020 | $1,198,000 | +104.8% | 6,721 | -59.9% | 0.56% | +55.2% |
| Q4 2019 | $585,000 | -42.4% | 16,744 | -47.9% | 0.36% | -21.5% |
| Q3 2019 | $1,016,000 | +99.6% | 32,135 | +97.4% | 0.46% | +41.0% |
| Q2 2019 | $509,000 | +10.9% | 16,277 | +7.5% | 0.33% | +0.3% |
| Q1 2019 | $459,000 | -1.9% | 15,147 | -12.1% | 0.33% | -16.2% |
| Q4 2018 | $468,000 | +7.3% | 17,230 | +23.0% | 0.39% | +20.4% |
| Q3 2018 | $436,000 | +3533.3% | 14,008 | +3267.3% | 0.32% | +3937.5% |
| Q2 2018 | $12,000 | +1100.0% | 416 | +1385.7% | 0.01% | +700.0% |
| Q1 2018 | $1,000 | – | 28 | – | 0.00% | – |
Download | ||||||
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% |