SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 311 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.57 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $524,250 | -4.5% | 12,706 | +0.0% | 0.00% | 0.0% |
| Q2 2023 | $548,726 | +16.6% | 12,702 | +9.9% | 0.00% | 0.0% |
| Q1 2023 | $470,560 | +0.7% | 11,556 | -3.8% | 0.00% | 0.0% |
| Q4 2022 | $467,302 | +12.9% | 12,016 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $414,000 | +10250.0% | 12,016 | +10725.2% | 0.00% | – |
| Q2 2022 | $4,000 | -20.0% | 111 | 0.0% | 0.00% | – |
| Q1 2022 | $5,000 | 0.0% | 111 | 0.0% | 0.00% | – |
| Q4 2021 | $5,000 | +25.0% | 111 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | -42.9% | 111 | -39.7% | 0.00% | – |
| Q2 2021 | $7,000 | -95.5% | 184 | -96.6% | 0.00% | -100.0% |
| Q2 2020 | $156,000 | +1.3% | 5,400 | -9.1% | 0.00% | 0.0% |
| Q1 2020 | $154,000 | -64.4% | 5,942 | -52.0% | 0.00% | -50.0% |
| Q4 2019 | $432,000 | +149.7% | 12,381 | +129.3% | 0.00% | +100.0% |
| Q3 2019 | $173,000 | +2.4% | 5,400 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $169,000 | +3.0% | 5,400 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $164,000 | +11.6% | 5,400 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $147,000 | – | 5,400 | – | 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% |