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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $393,576 | +12600.1% | 9,200 | -88.1% | 0.00% | -100.0% |
| Q1 2023 | $3,099 | +40.1% | 77,138 | +35.6% | 0.00% | +33.3% |
| Q4 2022 | $2,212 | -99.9% | 56,880 | -1.9% | 0.00% | -25.0% |
| Q2 2022 | $2,145,000 | +318.9% | 57,982 | +379.2% | 0.00% | – |
| Q1 2022 | $512,000 | -46.9% | 12,100 | -50.2% | 0.00% | -100.0% |
| Q3 2021 | $964,000 | -12.7% | 24,300 | -13.4% | 0.00% | 0.0% |
| Q2 2021 | $1,104,000 | +326.3% | 28,053 | +312.5% | 0.00% | – |
| Q1 2021 | $259,000 | +15.1% | 6,800 | +3.0% | 0.00% | – |
| Q4 2020 | $225,000 | – | 6,600 | – | 0.00% | – |
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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% |