SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 136 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $494,000 | -55.8% | 18,775 | -41.4% | 0.39% | -42.6% |
| Q4 2019 | $1,118,000 | -14.7% | 32,014 | -22.0% | 0.67% | -22.6% |
| Q3 2019 | $1,311,000 | +12.2% | 41,025 | +10.0% | 0.87% | +11.0% |
| Q2 2019 | $1,168,000 | +41.1% | 37,312 | +36.5% | 0.78% | +27.7% |
| Q1 2019 | $828,000 | +48.7% | 27,329 | +33.2% | 0.61% | +23.6% |
| Q4 2018 | $557,000 | +1.8% | 20,514 | +16.7% | 0.50% | +30.9% |
| Q3 2018 | $547,000 | +3.4% | 17,584 | -1.5% | 0.38% | -4.8% |
| Q2 2018 | $529,000 | +1.7% | 17,852 | +1.0% | 0.40% | -2.9% |
| Q1 2018 | $520,000 | +28.7% | 17,679 | +34.4% | 0.41% | +42.9% |
| Q4 2017 | $404,000 | – | 13,158 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 12,934,594 | $511,434,000 | 49.38% |
| Weitzel Financial Services, Inc. | 37,218,060 | $686,426,000 | 24.16% |
| Freestate Advisors LLC | 468,586 | $18,528,000 | 20.94% |
| Choice Wealth Advisors, LLC | 668,856 | $26,447,000 | 19.00% |
| RESTON WEALTH MANAGEMENT LLC | 914,020 | $36,140,000 | 18.08% |
| NICOLET ADVISORY SERVICES, LLC | 3,028,355 | $119,741,000 | 15.62% |
| Compton Financial Group, LLC | 897,722 | $35,496,000 | 15.12% |
| Measured Wealth Private Client Group, LLC | 1,149,470 | $45,450,000 | 14.47% |
| Tennessee Valley Asset Management Partners | 747,801 | $30,000 | 14.22% |
| ERTS Wealth Advisors, LLC | 1,287,537 | $50,909,000 | 13.77% |