Accurate Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 684 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
Accurate Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$265,710
-29.9%
5,326
-32.8%
0.06%
-42.3%
Q1 2024$379,136
+60.5%
7,925
+56.2%
0.11%
+52.1%
Q4 2023$236,286
-11.1%
5,073
-20.8%
0.07%
-12.0%
Q3 2023$265,743
+140.9%
6,409
+132.9%
0.08%
+102.4%
Q4 2022$110,3022,7520.04%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Hamilton Capital, LLC 12,934,594$511,434,00049.38%
Weitzel Financial Services, Inc. 37,218,060$686,426,00024.16%
Freestate Advisors LLC 468,586$18,528,00020.94%
Choice Wealth Advisors, LLC 668,856$26,447,00019.00%
RESTON WEALTH MANAGEMENT LLC 914,020$36,140,00018.08%
NICOLET ADVISORY SERVICES, LLC 3,028,355$119,741,00015.62%
Compton Financial Group, LLC 897,722$35,496,00015.12%
Measured Wealth Private Client Group, LLC 1,149,470$45,450,00014.47%
Tennessee Valley Asset Management Partners 747,801$30,00014.22%
ERTS Wealth Advisors, LLC 1,287,537$50,909,00013.77%
View complete list of SPDR SER TR shareholders