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 2022 | $57,000 | -71.5% | 1,666 | -65.2% | 0.00% | -70.0% |
| Q1 2022 | $200,000 | -0.5% | 4,794 | 0.0% | 0.01% | -50.0% |
| Q4 2021 | $201,000 | -61.0% | 4,794 | -63.8% | 0.02% | -25.9% |
| Q3 2021 | $516,000 | -25.1% | 13,236 | -24.1% | 0.03% | -15.6% |
| Q2 2021 | $689,000 | +16.8% | 17,431 | +11.9% | 0.03% | +6.7% |
| Q1 2021 | $590,000 | +2.3% | 15,577 | -7.1% | 0.03% | -76.6% |
| Q4 2020 | $577,000 | – | 16,766 | – | 0.13% | – |
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% |