SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 704 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.47 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $415,475 | +48.7% | 8,293 | +38.4% | 0.12% | +10.3% |
| Q4 2023 | $279,348 | +12.0% | 5,991 | -0.9% | 0.11% | -12.3% |
| Q3 2023 | $249,442 | -8.1% | 6,046 | -3.8% | 0.12% | -9.6% |
| Q2 2023 | $271,492 | +9.2% | 6,285 | +2.9% | 0.14% | -2.2% |
| Q1 2023 | $248,695 | +0.1% | 6,107 | -4.4% | 0.14% | -14.8% |
| Q4 2022 | $248,368 | – | 6,386 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 10,016,236 | $407,861,142 | 26.14% |
| Ford Financial Group, LLC | 12,158 | $495,063 | 20.99% |
| Choice Wealth Advisors, LLC | 603,639 | $24,580,182 | 17.87% |
| Willis Johnson & Associates, Inc. | 3,351,420 | $136,469,826 | 16.20% |
| NICOLET ADVISORY SERVICES, LLC | 3,285,977 | $133,180,628 | 15.35% |
| NICOLET BANKSHARES INC | 1,120,076 | $45,609,495 | 14.80% |
| Whitcomb & Hess, Inc. | 930,984 | $37,909,664 | 14.36% |
| Compton Financial Group, LLC | 854,438 | $34,792,731 | 13.74% |
| Measured Wealth Private Client Group, LLC | 835,145 | $34,007,096 | 13.10% |
| Leicht Financial Planning & Wealth Management, Inc. | 482,952 | $19,665,802 | 12.11% |