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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $16,655,000 | +10.0% | 398,931 | +10.7% | 7.27% | +16.3% |
| Q4 2021 | $15,141,000 | +6.3% | 360,496 | -1.3% | 6.25% | +4.1% |
| Q3 2021 | $14,246,000 | +12.3% | 365,279 | +13.8% | 6.00% | +17.3% |
| Q2 2021 | $12,689,000 | +10.2% | 320,913 | +5.6% | 5.12% | -1.5% |
| Q1 2021 | $11,517,000 | +49.3% | 303,867 | +35.5% | 5.20% | +44.2% |
| Q4 2020 | $7,712,000 | +25.1% | 224,254 | +9.8% | 3.60% | +11.5% |
| Q3 2020 | $6,167,000 | +41.3% | 204,196 | +35.6% | 3.23% | +35.3% |
| Q2 2020 | $4,363,000 | – | 150,557 | – | 2.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 14,373,447 | $600,091,000 | 38.52% |
| Choice Wealth Advisors, LLC | 617,740 | $25,747,000 | 20.42% |
| RESTON WEALTH MANAGEMENT LLC | 900,226 | $37,584,000 | 19.28% |
| NICOLET ADVISORY SERVICES, LLC | 3,247,213 | $136,578,000 | 17.83% |
| ERTS Wealth Advisors, LLC | 1,416,194 | $59,126,000 | 16.55% |
| Tennessee Valley Asset Management Partners | 1,127,167 | $47,059,000 | 15.93% |
| Willis Johnson & Associates, Inc. | 2,907,029 | $121,368,000 | 15.93% |
| Whitcomb & Hess, Inc. | 881,816 | $36,816,000 | 14.55% |
| Compton Financial Group, LLC | 793,918 | $33,146,000 | 13.69% |
| Measured Wealth Private Client Group, LLC | 864,499 | $36,093,000 | 13.27% |