SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 377 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.98 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $211,705 | -27.8% | 5,131 | -24.4% | 0.04% | -28.6% |
Q2 2023 | $293,155 | +13.7% | 6,786 | +7.2% | 0.06% | -13.7% |
Q1 2023 | $257,861 | -36.8% | 6,333 | -39.7% | 0.07% | -40.7% |
Q4 2022 | $408,249 | +145.9% | 10,498 | +132.5% | 0.12% | +167.4% |
Q2 2022 | $166,000 | -10.8% | 4,515 | +1.1% | 0.05% | -4.2% |
Q1 2022 | $186,000 | -2.1% | 4,466 | -1.3% | 0.05% | +4.3% |
Q4 2021 | $190,000 | +22.6% | 4,524 | +13.5% | 0.05% | -27.0% |
Q3 2021 | $155,000 | -17.1% | 3,985 | -15.8% | 0.06% | +16.7% |
Q2 2021 | $187,000 | -39.7% | 4,731 | -42.2% | 0.05% | -48.1% |
Q1 2021 | $310,000 | -60.2% | 8,179 | -63.9% | 0.10% | -82.7% |
Q4 2020 | $778,000 | – | 22,630 | – | 0.60% | – |
Download |
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% |