SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 693 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,891,230 | -4.6% | 118,547 | -0.1% | 2.45% | -2.5% |
| Q2 2023 | $5,127,421 | +5.0% | 118,690 | -1.0% | 2.51% | -8.1% |
| Q1 2023 | $4,882,573 | +4.4% | 119,906 | -0.3% | 2.73% | -6.6% |
| Q4 2022 | $4,679,011 | +36.4% | 120,314 | +20.9% | 2.93% | +20.2% |
| Q3 2022 | $3,431,000 | +597.4% | 99,477 | +645.1% | 2.43% | +527.3% |
| Q2 2022 | $492,000 | – | 13,350 | – | 0.39% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 10,127,211 | $349,288,000 | 23.81% |
| NICOLET ADVISORY SERVICES, LLC | 3,392,221 | $118,829,000 | 19.38% |
| RESTON WEALTH MANAGEMENT LLC | 927,458 | $31,988,000 | 19.05% |
| Choice Wealth Advisors, LLC | 609,938 | $21,037,000 | 17.60% |
| Willis Johnson & Associates, Inc. | 3,102,901 | $107,019,000 | 15.59% |
| Tennessee Valley Asset Management Partners | 1,078,073 | $37,183,000 | 14.58% |
| Whitcomb & Hess, Inc. | 913,187 | $31,496,000 | 14.18% |
| ERTS Wealth Advisors, LLC | 1,448,830 | $49,970,000 | 14.02% |
| Compton Financial Group, LLC | 838,040 | $28,904,000 | 13.30% |
| Ford Financial Group, LLC | 837,468 | $28,884,000 | 12.03% |