SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 823 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $232,853 | -4.0% | 4,778 | -1.3% | 0.13% | -7.6% |
Q1 2024 | $242,515 | +3.5% | 4,841 | -3.6% | 0.14% | -7.7% |
Q4 2023 | $234,216 | +9.9% | 5,023 | -2.8% | 0.16% | -7.7% |
Q3 2023 | $213,184 | -1.6% | 5,167 | +3.0% | 0.17% | -7.1% |
Q2 2023 | $216,704 | +6.5% | 5,016 | +0.4% | 0.18% | -19.1% |
Q1 2023 | $203,395 | -89.6% | 4,995 | -89.3% | 0.22% | -87.1% |
Q4 2021 | $1,958,000 | – | 46,620 | – | 1.74% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hamilton Capital, LLC | 12,934,594 | $511,434,000 | 49.38% |
Weitzel Financial Services, Inc. | 37,218,060 | $686,426,000 | 24.16% |
Freestate Advisors LLC | 468,586 | $18,528,000 | 20.94% |
Choice Wealth Advisors, LLC | 668,856 | $26,447,000 | 19.00% |
RESTON WEALTH MANAGEMENT LLC | 914,020 | $36,140,000 | 18.08% |
NICOLET ADVISORY SERVICES, LLC | 3,028,355 | $119,741,000 | 15.62% |
Compton Financial Group, LLC | 897,722 | $35,496,000 | 15.12% |
Measured Wealth Private Client Group, LLC | 1,149,470 | $45,450,000 | 14.47% |
Tennessee Valley Asset Management Partners | 747,801 | $30,000 | 14.22% |
ERTS Wealth Advisors, LLC | 1,287,537 | $50,909,000 | 13.77% |