SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 377 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.98 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,993 | -25.7% | 315 | -22.2% | 0.00% | -33.3% |
| Q2 2023 | $17,496 | +6.1% | 405 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $16,489 | -39.8% | 405 | -42.6% | 0.00% | -40.0% |
| Q4 2022 | $27,407 | +14.2% | 705 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $24,000 | -7.7% | 705 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $26,000 | -10.3% | 705 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $29,000 | 0.0% | 705 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $29,000 | +7.4% | 705 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $27,000 | -3.6% | 705 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $28,000 | +3.7% | 705 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $27,000 | +12.5% | 705 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $24,000 | – | 705 | – | 0.01% | – |
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% |