SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 311 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.57 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $722,000 | +4.8% | 24,917 | -6.6% | 0.41% | -1.0% |
| Q1 2020 | $689,000 | -70.1% | 26,683 | -59.6% | 0.41% | -64.1% |
| Q4 2019 | $2,308,000 | +271.7% | 66,121 | +221.5% | 1.15% | +263.7% |
| Q3 2019 | $621,000 | -69.5% | 20,568 | -68.4% | 0.32% | -76.9% |
| Q2 2019 | $2,034,000 | -24.9% | 65,028 | -27.3% | 1.37% | -31.4% |
| Q1 2019 | $2,709,000 | +104.3% | 89,485 | +83.3% | 2.00% | +56.8% |
| Q4 2018 | $1,326,000 | -8.8% | 48,808 | +4.5% | 1.27% | -2.6% |
| Q3 2018 | $1,454,000 | +25.2% | 46,708 | +19.2% | 1.31% | +27.9% |
| Q2 2018 | $1,161,000 | +50.2% | 39,192 | +49.1% | 1.02% | +4.8% |
| Q1 2018 | $773,000 | +88.1% | 26,278 | +106.9% | 0.98% | +96.0% |
| Q4 2017 | $411,000 | – | 12,703 | – | 0.50% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 12,465,153 | $472,429,000 | 48.78% |
| Choice Wealth Advisors, LLC | 634,656 | $24,053,000 | 19.86% |
| Freestate Advisors LLC | 414,577 | $15,712,000 | 18.34% |
| RESTON WEALTH MANAGEMENT LLC | 898,739 | $34,062,000 | 17.84% |
| NICOLET ADVISORY SERVICES, LLC | 2,960,375 | $112,198,000 | 15.74% |
| Compton Financial Group, LLC | 873,247 | $33,096,000 | 15.27% |
| Measured Wealth Private Client Group, LLC | 1,111,461 | $42,124,000 | 14.94% |
| ERTS Wealth Advisors, LLC | 1,113,032 | $42,184,000 | 12.50% |
| Ford Financial Group, LLC | 705,377 | $26,733,000 | 11.50% |
| KWB Wealth | 1,494,759 | $56,651,000 | 10.82% |