SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 577 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,065,606 | -4.2% | 25,827 | +0.3% | 0.29% | -3.9% |
| Q2 2023 | $1,112,426 | -57.0% | 25,751 | -58.4% | 0.30% | -69.1% |
| Q1 2022 | $2,587,000 | +51.9% | 61,964 | +43.9% | 0.99% | +22.5% |
| Q2 2021 | $1,703,000 | +52.1% | 43,061 | -0.7% | 0.80% | -43.3% |
| Q1 2020 | $1,120,000 | -73.5% | 43,353 | -64.2% | 1.42% | -54.4% |
| Q4 2019 | $4,226,000 | – | 121,046 | – | 3.12% | – |
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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% |