SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 701 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $411,633 | -4.1% | 9,977 | +0.4% | 0.14% | -8.3% |
| Q2 2023 | $429,087 | +6.6% | 9,933 | +0.5% | 0.16% | +1.3% |
| Q1 2023 | $402,498 | +5.1% | 9,885 | +0.4% | 0.16% | -3.1% |
| Q4 2022 | $382,835 | +12.9% | 9,844 | +0.2% | 0.16% | -3.0% |
| Q3 2022 | $339,000 | -52.4% | 9,827 | -49.1% | 0.16% | -51.9% |
| Q2 2022 | $712,000 | +127.5% | 19,318 | +157.9% | 0.34% | +150.4% |
| Q1 2022 | $313,000 | +19.0% | 7,490 | +19.7% | 0.14% | +15.1% |
| Q4 2021 | $263,000 | +7.8% | 6,256 | +0.2% | 0.12% | -0.8% |
| Q3 2021 | $244,000 | -1.2% | 6,246 | +0.1% | 0.12% | -4.8% |
| Q2 2021 | $247,000 | +4.7% | 6,238 | +0.1% | 0.13% | -13.7% |
| Q1 2021 | $236,000 | -80.7% | 6,230 | -82.5% | 0.15% | -74.7% |
| Q4 2020 | $1,224,000 | – | 35,595 | – | 0.58% | – |
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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% |