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 | $4,726 | +7.9% | 114,538 | +13.0% | 1.97% | -38.5% |
| Q2 2023 | $4,379 | +8.9% | 101,376 | +2.7% | 3.20% | +76.1% |
| Q1 2023 | $4,020 | +26.9% | 98,723 | +21.2% | 1.82% | +37.0% |
| Q4 2022 | $3,168 | -99.8% | 81,463 | +86.1% | 1.33% | +86.8% |
| Q3 2022 | $1,509,000 | +16.7% | 43,764 | +24.6% | 0.71% | +23.7% |
| Q2 2022 | $1,293,000 | +31.0% | 35,119 | +48.6% | 0.57% | +40.3% |
| Q1 2022 | $987,000 | – | 23,641 | – | 0.41% | – |
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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% |