SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 546 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.26 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $492,386 | -74.1% | 12,092 | -73.8% | 0.49% | -74.1% |
| Q4 2022 | $1,899,301 | +31.7% | 46,178 | +10.4% | 1.88% | +28.4% |
| Q3 2022 | $1,442,000 | +14.7% | 41,820 | +22.5% | 1.46% | +17.9% |
| Q2 2022 | $1,257,000 | -2.0% | 34,133 | +11.1% | 1.24% | +23.4% |
| Q1 2022 | $1,282,000 | +28.8% | 30,709 | +29.6% | 1.00% | +34.9% |
| Q4 2021 | $995,000 | +203.4% | 23,699 | +182.0% | 0.74% | +182.2% |
| Q3 2021 | $328,000 | – | 8,405 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 14,373,447 | $600,091,000 | 38.52% |
| Choice Wealth Advisors, LLC | 617,740 | $25,747,000 | 20.42% |
| RESTON WEALTH MANAGEMENT LLC | 900,226 | $37,584,000 | 19.28% |
| NICOLET ADVISORY SERVICES, LLC | 3,247,213 | $136,578,000 | 17.83% |
| ERTS Wealth Advisors, LLC | 1,416,194 | $59,126,000 | 16.55% |
| Tennessee Valley Asset Management Partners | 1,127,167 | $47,059,000 | 15.93% |
| Willis Johnson & Associates, Inc. | 2,907,029 | $121,368,000 | 15.93% |
| Whitcomb & Hess, Inc. | 881,816 | $36,816,000 | 14.55% |
| Compton Financial Group, LLC | 793,918 | $33,146,000 | 13.69% |
| Measured Wealth Private Client Group, LLC | 864,499 | $36,093,000 | 13.27% |