SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 592 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.42 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,188,667 | +10.2% | 28,809 | +15.4% | 1.26% | +24.6% |
| Q2 2023 | $1,078,371 | +22.3% | 24,962 | +15.3% | 1.01% | +12.7% |
| Q1 2023 | $881,651 | +15.1% | 21,652 | +9.9% | 0.90% | +3.1% |
| Q4 2022 | $765,902 | +26.4% | 19,694 | +12.1% | 0.87% | +25.9% |
| Q3 2022 | $606,000 | -2.4% | 17,572 | +4.1% | 0.69% | +2.1% |
| Q2 2022 | $621,000 | -1.4% | 16,874 | +11.8% | 0.68% | +15.9% |
| Q1 2022 | $630,000 | – | 15,096 | – | 0.58% | – |
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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% |