Shone Asset Management LLC - SPDR SER TR ownership

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
Shone Asset Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2020$8,084,000
+17.2%
238,336
+8.0%
6.28%
+2.1%
Q3 2020$6,895,000
+11.6%
220,716
+8.6%
6.15%
+0.5%
Q2 2020$6,180,000
+21.6%
203,284
+14.5%
6.12%
+1.8%
Q1 2020$5,082,000177,5156.01%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Hamilton Capital, LLC 12,465,153$472,429,00048.78%
Choice Wealth Advisors, LLC 634,656$24,053,00019.86%
Freestate Advisors LLC 414,577$15,712,00018.34%
RESTON WEALTH MANAGEMENT LLC 898,739$34,062,00017.84%
NICOLET ADVISORY SERVICES, LLC 2,960,375$112,198,00015.74%
Compton Financial Group, LLC 873,247$33,096,00015.27%
Measured Wealth Private Client Group, LLC 1,111,461$42,124,00014.94%
ERTS Wealth Advisors, LLC 1,113,032$42,184,00012.50%
Ford Financial Group, LLC 705,377$26,733,00011.50%
KWB Wealth 1,494,759$56,651,00010.82%
View complete list of SPDR SER TR shareholders