SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 593 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.18 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $590,000 | -43.2% | 16,033 | -35.5% | 0.20% | -35.1% |
| Q1 2022 | $1,038,000 | -2.8% | 24,873 | -2.2% | 0.30% | -8.7% |
| Q4 2021 | $1,068,000 | -10.4% | 25,437 | -16.8% | 0.33% | -28.8% |
| Q3 2021 | $1,192,000 | -48.9% | 30,566 | -48.2% | 0.47% | -53.6% |
| Q2 2021 | $2,334,000 | +6.2% | 59,036 | +1.8% | 1.01% | -9.6% |
| Q1 2021 | $2,198,000 | +4.8% | 58,008 | -4.9% | 1.12% | -7.4% |
| Q4 2020 | $2,098,000 | +22.8% | 61,008 | +7.8% | 1.21% | +4.7% |
| Q3 2020 | $1,709,000 | +0.5% | 56,586 | -3.3% | 1.15% | -15.0% |
| Q2 2020 | $1,701,000 | -21.1% | 58,498 | -5.8% | 1.36% | -27.7% |
| Q4 2019 | $2,156,000 | – | 62,120 | – | 1.88% | – |
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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% |