SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 171 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $593,000 | -2.0% | 14,119 | -9.0% | 0.04% | -13.7% |
| Q3 2021 | $605,000 | -7.4% | 15,520 | -6.0% | 0.05% | -3.8% |
| Q2 2021 | $653,000 | -0.3% | 16,505 | -4.6% | 0.05% | -8.6% |
| Q1 2021 | $655,000 | -11.1% | 17,295 | -19.3% | 0.06% | -15.9% |
| Q4 2020 | $737,000 | +15.2% | 21,439 | +1.2% | 0.07% | 0.0% |
| Q3 2020 | $640,000 | -15.3% | 21,193 | -18.7% | 0.07% | -22.5% |
| Q2 2020 | $756,000 | -3.3% | 26,073 | -13.8% | 0.09% | -21.2% |
| Q1 2020 | $782,000 | -40.0% | 30,264 | -19.0% | 0.11% | -23.6% |
| Q4 2019 | $1,304,000 | +11.5% | 37,362 | +2.0% | 0.15% | +2.8% |
| Q3 2019 | $1,170,000 | +2.0% | 36,614 | -0.1% | 0.14% | 0.0% |
| Q2 2019 | $1,147,000 | +15.7% | 36,662 | +12.0% | 0.14% | +11.6% |
| Q1 2019 | $991,000 | +28.4% | 32,725 | +15.1% | 0.13% | +14.2% |
| Q4 2018 | $772,000 | -9.3% | 28,427 | +3.9% | 0.11% | 0.0% |
| Q3 2018 | $851,000 | +0.5% | 27,358 | -4.3% | 0.11% | -5.8% |
| Q2 2018 | $847,000 | +0.5% | 28,593 | -0.3% | 0.12% | +1.7% |
| Q1 2018 | $843,000 | +19.1% | 28,690 | +24.3% | 0.12% | +16.8% |
| Q4 2017 | $708,000 | +5800.0% | 23,077 | +22977.0% | 0.10% | +4950.0% |
| Q3 2017 | $12,000 | +9.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $11,000 | – | 100 | – | 0.00% | – |
Download | ||||||
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% |