SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 554 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.26 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $272,000 | +7.1% | 6,466 | +0.8% | 0.07% | -28.3% |
| Q2 2021 | $254,000 | +5.0% | 6,413 | +0.4% | 0.10% | +50.0% |
| Q1 2021 | $242,000 | +10.0% | 6,388 | -0.2% | 0.07% | +4.8% |
| Q4 2020 | $220,000 | -0.5% | 6,399 | +1.3% | 0.06% | -18.2% |
| Q4 2019 | $221,000 | +10.0% | 6,317 | +0.4% | 0.08% | +14.9% |
| Q3 2019 | $201,000 | – | 6,289 | – | 0.07% | – |
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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% |