SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 469 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.16 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $289,000 | +9.1% | 7,420 | -15.4% | 0.04% | -12.0% |
| Q3 2020 | $265,000 | -82.3% | 8,768 | -83.0% | 0.05% | -83.1% |
| Q2 2020 | $1,495,000 | +296.6% | 51,590 | +253.2% | 0.30% | +204.1% |
| Q1 2020 | $377,000 | -94.6% | 14,605 | -92.7% | 0.10% | -93.0% |
| Q4 2019 | $7,032,000 | +208.3% | 201,420 | +182.2% | 1.38% | +182.7% |
| Q3 2019 | $2,281,000 | +238.4% | 71,384 | +231.3% | 0.49% | +202.5% |
| Q2 2019 | $674,000 | – | 21,549 | – | 0.16% | – |
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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% |