SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 135 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $764,053 | -5.5% | 18,518 | -1.0% | 0.01% | 0.0% |
Q2 2023 | $808,099 | +98689.6% | 18,706 | -7.0% | 0.01% | 0.0% |
Q1 2023 | $818 | +31.3% | 20,105 | +25.7% | 0.01% | +16.7% |
Q4 2022 | $623 | -99.9% | 16,000 | +2.6% | 0.01% | +20.0% |
Q3 2022 | $538,000 | -17.7% | 15,600 | -12.3% | 0.01% | -16.7% |
Q2 2022 | $654,000 | -12.9% | 17,783 | -1.2% | 0.01% | 0.0% |
Q1 2022 | $751,000 | -12.7% | 18,000 | -12.1% | 0.01% | -14.3% |
Q4 2021 | $860,000 | +41.4% | 20,477 | +31.3% | 0.01% | +40.0% |
Q3 2021 | $608,000 | -1.5% | 15,600 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $617,000 | +4.4% | 15,600 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $591,000 | +10.3% | 15,600 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $536,000 | +13.8% | 15,600 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $471,000 | +4.2% | 15,600 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $452,000 | +12.2% | 15,600 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $403,000 | -26.1% | 15,600 | 0.0% | 0.01% | -16.7% |
Q4 2019 | $545,000 | +9.2% | 15,600 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $499,000 | +2.3% | 15,600 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $488,000 | +3.4% | 15,600 | 0.0% | 0.01% | +20.0% |
Q1 2019 | $472,000 | +11.3% | 15,600 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $424,000 | -12.6% | 15,600 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $485,000 | +5.0% | 15,600 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $462,000 | +0.7% | 15,600 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $459,000 | -4.2% | 15,600 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $479,000 | +5.3% | 15,600 | +300.0% | 0.01% | 0.0% |
Q3 2017 | $455,000 | +2.7% | 3,900 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $443,000 | +0.7% | 3,900 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $440,000 | +3.0% | 3,900 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $427,000 | +6.5% | 3,900 | 0.0% | 0.01% | 0.0% |
Q3 2016 | $401,000 | +2.3% | 3,900 | 0.0% | 0.01% | 0.0% |
Q2 2016 | $392,000 | +3.2% | 3,900 | 0.0% | 0.01% | 0.0% |
Q1 2016 | $380,000 | +1.6% | 3,900 | 0.0% | 0.01% | 0.0% |
Q4 2015 | $374,000 | +5.6% | 3,900 | 0.0% | 0.01% | 0.0% |
Q3 2015 | $354,000 | -9.2% | 3,900 | 0.0% | 0.01% | 0.0% |
Q2 2015 | $390,000 | -0.5% | 3,900 | 0.0% | 0.01% | 0.0% |
Q1 2015 | $392,000 | -1.0% | 3,900 | 0.0% | 0.01% | 0.0% |
Q4 2014 | $396,000 | +3.9% | 3,900 | 0.0% | 0.01% | 0.0% |
Q3 2014 | $381,000 | -0.3% | 3,900 | 0.0% | 0.01% | 0.0% |
Q2 2014 | $382,000 | +3.8% | 3,900 | 0.0% | 0.01% | 0.0% |
Q1 2014 | $368,000 | +1.9% | 3,900 | 0.0% | 0.01% | +25.0% |
Q4 2013 | $361,000 | +9.1% | 3,900 | 0.0% | 0.00% | 0.0% |
Q3 2013 | $331,000 | +3.4% | 3,900 | 0.0% | 0.00% | 0.0% |
Q2 2013 | $320,000 | – | 3,900 | – | 0.00% | – |
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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% |