SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 354 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $38,992 | +89.8% | 800 | +95.1% | 0.00% | – |
| Q1 2024 | $20,541 | +25.9% | 410 | +17.1% | 0.00% | – |
| Q4 2023 | $16,321 | +139.7% | 350 | +112.1% | 0.00% | – |
| Q3 2023 | $6,808 | +11.5% | 165 | +10.0% | 0.00% | – |
| Q1 2023 | $6,108 | -75.8% | 150 | -76.9% | 0.00% | – |
| Q4 2022 | $25,279 | -95.5% | 650 | -96.7% | 0.00% | – |
| Q2 2020 | $567,000 | +410.8% | 19,555 | +513.8% | 0.00% | – |
| Q4 2019 | $111,000 | +109.4% | 3,186 | +91.4% | 0.00% | – |
| Q3 2019 | $53,000 | -64.4% | 1,665 | -65.1% | 0.00% | – |
| Q2 2019 | $149,000 | – | 4,775 | +18265.4% | 0.00% | – |
| Q1 2019 | $0 | – | 26 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 12,934,594 | $511,434,000 | 49.38% |
| Weitzel Financial Services, Inc. | 37,218,060 | $686,426,000 | 24.16% |
| Freestate Advisors LLC | 468,586 | $18,528,000 | 20.94% |
| Choice Wealth Advisors, LLC | 668,856 | $26,447,000 | 19.00% |
| RESTON WEALTH MANAGEMENT LLC | 914,020 | $36,140,000 | 18.08% |
| NICOLET ADVISORY SERVICES, LLC | 3,028,355 | $119,741,000 | 15.62% |
| Compton Financial Group, LLC | 897,722 | $35,496,000 | 15.12% |
| Measured Wealth Private Client Group, LLC | 1,149,470 | $45,450,000 | 14.47% |
| Tennessee Valley Asset Management Partners | 747,801 | $30,000 | 14.22% |
| ERTS Wealth Advisors, LLC | 1,287,537 | $50,909,000 | 13.77% |