Corient Private Wealth 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
Corient Private Wealth LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$29,074,894
-4.2%
704,675
+0.3%
0.07%
-4.3%
Q2 2023$30,354,462
+1.7%
702,649
-4.2%
0.07%
-12.5%
Q1 2023$29,855,693
+4.3%
733,195
-0.4%
0.08%
-23.1%
Q4 2022$28,616,466735,8310.10%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Hamilton Capital, LLC 12,465,153$472,429,00048.78%
Choice Wealth Advisors, LLC 634,656$24,053,00019.86%
Freestate Advisors LLC 414,577$15,712,00018.34%
RESTON WEALTH MANAGEMENT LLC 898,739$34,062,00017.84%
NICOLET ADVISORY SERVICES, LLC 2,960,375$112,198,00015.74%
Compton Financial Group, LLC 873,247$33,096,00015.27%
Measured Wealth Private Client Group, LLC 1,111,461$42,124,00014.94%
ERTS Wealth Advisors, LLC 1,113,032$42,184,00012.50%
Ford Financial Group, LLC 705,377$26,733,00011.50%
KWB Wealth 1,494,759$56,651,00010.82%
View complete list of SPDR SER TR shareholders