SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 577 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $731,787 | -58.1% | 17,736 | -56.1% | 0.06% | -56.8% |
| Q2 2023 | $1,745,064 | +4.1% | 40,395 | -1.8% | 0.13% | +1.5% |
| Q1 2023 | $1,675,750 | -4.0% | 41,153 | -8.4% | 0.13% | -7.8% |
| Q4 2022 | $1,746,316 | +50.2% | 44,904 | +33.2% | 0.14% | +28.2% |
| Q3 2022 | $1,163,000 | +25.2% | 33,709 | +33.6% | 0.11% | +41.0% |
| Q2 2022 | $929,000 | -3.4% | 25,235 | +9.6% | 0.08% | +9.9% |
| Q1 2022 | $962,000 | +9.4% | 23,031 | +10.0% | 0.07% | +42.0% |
| Q4 2021 | $879,000 | +7.6% | 20,932 | -0.1% | 0.05% | 0.0% |
| Q3 2021 | $817,000 | -5.4% | 20,946 | -4.2% | 0.05% | -7.4% |
| Q2 2021 | $864,000 | +9.9% | 21,857 | +5.4% | 0.05% | -1.8% |
| Q1 2021 | $786,000 | +12.6% | 20,736 | +2.1% | 0.06% | +5.8% |
| Q4 2020 | $698,000 | +21.4% | 20,301 | +6.7% | 0.05% | +4.0% |
| Q3 2020 | $575,000 | -4.0% | 19,031 | -7.9% | 0.05% | -13.8% |
| Q2 2020 | $599,000 | +412.0% | 20,653 | +354.4% | 0.06% | +346.2% |
| Q1 2020 | $117,000 | -3.3% | 4,545 | +31.0% | 0.01% | +8.3% |
| Q4 2019 | $121,000 | +245.7% | 3,469 | +220.3% | 0.01% | +33.3% |
| Q3 2019 | $35,000 | +40.0% | 1,083 | +36.9% | 0.01% | +200.0% |
| Q2 2019 | $25,000 | 0.0% | 791 | -5.5% | 0.00% | 0.0% |
| Q1 2019 | $25,000 | +13.6% | 837 | +0.2% | 0.00% | 0.0% |
| Q4 2018 | $22,000 | +175.0% | 835 | +230.0% | 0.00% | +50.0% |
| Q3 2018 | $8,000 | – | 253 | – | 0.00% | – |
Download | ||||||
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% |