SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 693 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.47 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,827,545 | +25.0% | 68,530 | +30.8% | 0.21% | +26.7% |
| Q2 2023 | $2,262,779 | +32.7% | 52,379 | +25.1% | 0.16% | +10.7% |
| Q1 2023 | $1,704,913 | +20.1% | 41,869 | +14.7% | 0.15% | +11.2% |
| Q4 2022 | $1,419,982 | -99.9% | 36,513 | +6.3% | 0.13% | +19.6% |
| Q3 2022 | $1,184,610,000 | +41.4% | 34,346 | +50.9% | 0.11% | +41.8% |
| Q2 2022 | $837,851,000 | -17.6% | 22,755 | -6.5% | 0.08% | 0.0% |
| Q1 2022 | $1,016,358,000 | +20.5% | 24,344 | +21.2% | 0.08% | +23.4% |
| Q4 2021 | $843,436,000 | – | 20,082 | – | 0.06% | – |
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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% |