SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 671 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.50 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $176,424 | +5.1% | 4,333 | +0.3% | 0.07% | -10.0% |
| Q4 2022 | $167,925 | +7.0% | 4,318 | +0.5% | 0.08% | -4.8% |
| Q3 2022 | $157,000 | -1.3% | 4,296 | +0.1% | 0.08% | -7.7% |
| Q2 2022 | $159,000 | -11.7% | 4,291 | +0.1% | 0.09% | -2.2% |
| Q1 2022 | $180,000 | +10.4% | 4,286 | +10.3% | 0.09% | +16.2% |
| Q4 2021 | $163,000 | +21.6% | 3,887 | +13.4% | 0.08% | -8.0% |
| Q3 2021 | $134,000 | -12.4% | 3,428 | -11.6% | 0.09% | -13.9% |
| Q2 2021 | $153,000 | +4.1% | 3,878 | +0.1% | 0.10% | -15.1% |
| Q1 2021 | $147,000 | +10.5% | 3,874 | +0.2% | 0.12% | -4.0% |
| Q4 2020 | $133,000 | – | 3,868 | – | 0.12% | – |
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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% |