SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 593 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.18 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,730,370 | +11.4% | 211,594 | +16.7% | 1.08% | +16.3% |
Q2 2023 | $7,834,754 | +26.7% | 181,360 | +19.5% | 0.93% | +26.1% |
Q1 2023 | $6,181,909 | +15.8% | 151,815 | +10.6% | 0.74% | -2.9% |
Q4 2022 | $5,339,636 | +113.3% | 137,301 | +89.2% | 0.76% | +103.2% |
Q3 2022 | $2,503,000 | +194.1% | 72,585 | +213.9% | 0.38% | +212.5% |
Q2 2022 | $851,000 | – | 23,126 | – | 0.12% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Ford Financial Group, LLC | 873,647 | $27,921,000 | 17.81% |
INSPIRION WEALTH ADVISORS, LLC | 896,667 | $28,657,000 | 12.55% |
NICOLET ADVISORY SERVICES, LLC | 2,026,994 | $64,783,000 | 9.83% |
Measured Wealth Private Client Group, LLC | 446,239 | $14,262,000 | 9.22% |
KAYS FINANCIAL ADVISORY CORP /ADV | 1,463,709 | $46,780,000 | 8.58% |
AlphaStar Capital Management, LLC | 1,111,737 | $35,531,000 | 8.47% |
Focused Wealth Management, Inc | 934,871 | $29,878,000 | 8.26% |
Lutz Financial Services LLC | 1,264,644 | $40,418,000 | 7.75% |
Horizon Investments, LLC | 5,971,265 | $190,842,000 | 7.73% |
Advisory Alpha, LLC | 804,478 | $25,131,897,000 | 7.44% |