SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 671 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.50 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,478 | +47.8% | 38 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | -100.0% | 38 | -99.9% | 0.00% | -100.0% |
| Q2 2022 | $2,638,000 | -67.1% | 71,663 | -62.7% | 0.00% | -57.1% |
| Q1 2022 | $8,022,000 | +2068.1% | 192,124 | +2080.3% | 0.01% | – |
| Q4 2021 | $370,000 | -90.7% | 8,812 | -91.6% | 0.00% | -100.0% |
| Q1 2021 | $3,992,000 | +326.0% | 105,317 | +999.3% | 0.00% | +100.0% |
| Q3 2014 | $937,000 | +274.8% | 9,580 | +206.3% | 0.00% | – |
| Q1 2013 | $250,000 | – | 3,128 | – | 0.00% | – |
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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% |