Cassady Schiller Wealth Management, LLC - SPDR SER TR ownership

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
Cassady Schiller Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$37,670
-41.3%
913
-42.0%
0.02%
-30.0%
Q1 2023$64,134
-2.8%
1,5750.0%0.03%
-25.0%
Q4 2021$66,0001,5750.04%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Hamilton Capital, LLC 14,373,447$600,091,00038.52%
Choice Wealth Advisors, LLC 617,740$25,747,00020.42%
RESTON WEALTH MANAGEMENT LLC 900,226$37,584,00019.28%
NICOLET ADVISORY SERVICES, LLC 3,247,213$136,578,00017.83%
ERTS Wealth Advisors, LLC 1,416,194$59,126,00016.55%
Tennessee Valley Asset Management Partners 1,127,167$47,059,00015.93%
Willis Johnson & Associates, Inc. 2,907,029$121,368,00015.93%
Whitcomb & Hess, Inc. 881,816$36,816,00014.55%
Compton Financial Group, LLC 793,918$33,146,00013.69%
Measured Wealth Private Client Group, LLC 864,499$36,093,00013.27%
View complete list of SPDR SER TR shareholders