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 | $3,783,377 | -4.5% | 91,696 | 0.0% | 1.98% | -0.5% |
| Q2 2023 | $3,961,267 | +6.1% | 91,696 | 0.0% | 1.99% | +2.3% |
| Q1 2023 | $3,733,861 | +4.7% | 91,696 | 0.0% | 1.95% | -2.5% |
| Q4 2022 | $3,566,057 | -1.2% | 91,696 | 0.0% | 2.00% | +0.2% |
| Q3 2022 | $3,609,000 | +6.9% | 91,696 | 0.0% | 1.99% | +2.0% |
| Q2 2022 | $3,376,000 | -11.8% | 91,696 | 0.0% | 1.95% | +21.9% |
| Q1 2022 | $3,828,000 | -0.6% | 91,696 | 0.0% | 1.60% | +2.0% |
| Q4 2021 | $3,851,000 | – | 91,696 | – | 1.57% | – |
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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% |