First Ascent Asset Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 18 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
First Ascent Asset Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$4,982,201
-1.2%
120,751
+3.5%
0.64%
-4.3%
Q2 2023$5,042,433
+32.9%
116,723
+25.2%
0.67%
+19.6%
Q1 2023$3,795,054
+26.2%
93,199
+20.5%
0.56%
+22.2%
Q4 2022$3,007,61977,3370.46%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Hamilton Capital, LLC 14,373,447$600,091,00038.52%
Choice Wealth Advisors, LLC 617,740$25,747,00020.42%
RESTON WEALTH MANAGEMENT LLC 900,226$37,584,00019.28%
NICOLET ADVISORY SERVICES, LLC 3,247,213$136,578,00017.83%
ERTS Wealth Advisors, LLC 1,416,194$59,126,00016.55%
Tennessee Valley Asset Management Partners 1,127,167$47,059,00015.93%
Willis Johnson & Associates, Inc. 2,907,029$121,368,00015.93%
Whitcomb & Hess, Inc. 881,816$36,816,00014.55%
Compton Financial Group, LLC 793,918$33,146,00013.69%
Measured Wealth Private Client Group, LLC 864,499$36,093,00013.27%
View complete list of SPDR SER TR shareholders