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 | $513,246 | -4.5% | 12,439 | +0.0% | 0.22% | -1.8% |
| Q2 2023 | $537,260 | +6.9% | 12,437 | +0.7% | 0.22% | -2.2% |
| Q1 2023 | $502,801 | +4.7% | 12,348 | +0.0% | 0.23% | -6.5% |
| Q4 2022 | $480,104 | +25.0% | 12,345 | +10.8% | 0.25% | +9.3% |
| Q3 2022 | $384,000 | -12.5% | 11,143 | -6.5% | 0.22% | -7.8% |
| Q2 2022 | $439,000 | +119.5% | 11,918 | +149.1% | 0.24% | +136.9% |
| Q1 2022 | $200,000 | – | 4,785 | – | 0.10% | – |
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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% |