SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 50 filers reported holding SPDR SER TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $7,365,000 | +0.1% | 63,143 | -2.4% | 0.04% | -6.4% |
| Q2 2017 | $7,357,000 | -1.2% | 64,726 | -2.0% | 0.05% | -6.0% |
| Q1 2017 | $7,447,000 | +9.7% | 66,054 | +6.6% | 0.05% | 0.0% |
| Q4 2016 | $6,786,000 | +4.8% | 61,992 | -1.5% | 0.05% | -2.0% |
| Q3 2016 | $6,478,000 | +6.8% | 62,937 | +4.2% | 0.05% | 0.0% |
| Q2 2016 | $6,064,000 | +32.5% | 60,389 | +28.6% | 0.05% | +24.4% |
| Q1 2016 | $4,578,000 | +8.5% | 46,953 | +6.8% | 0.04% | +2.5% |
| Q4 2015 | $4,219,000 | +25.9% | 43,982 | +19.0% | 0.04% | +14.3% |
| Q3 2015 | $3,352,000 | -19.8% | 36,969 | -11.5% | 0.04% | -16.7% |
| Q2 2015 | $4,178,000 | -0.5% | 41,792 | -0.1% | 0.04% | -4.5% |
| Q1 2015 | $4,200,000 | -2.2% | 41,829 | -1.1% | 0.04% | -8.3% |
| Q4 2014 | $4,294,000 | +5.7% | 42,280 | +1.8% | 0.05% | -2.0% |
| Q3 2014 | $4,061,000 | +0.5% | 41,522 | +0.6% | 0.05% | 0.0% |
| Q2 2014 | $4,040,000 | +8.3% | 41,288 | +4.5% | 0.05% | -5.8% |
| Q1 2014 | $3,729,000 | +13.7% | 39,520 | +11.6% | 0.05% | +8.3% |
| Q4 2013 | $3,281,000 | +126.3% | 35,427 | +107.5% | 0.05% | +100.0% |
| Q3 2013 | $1,450,000 | +119.0% | 17,074 | +111.9% | 0.02% | +100.0% |
| Q2 2013 | $662,000 | – | 8,056 | – | 0.01% | – |
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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% |