SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 235 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $397,829 | -59.0% | 9,642 | -61.4% | 0.00% | -86.2% |
| Q4 2022 | $971,200 | +138.6% | 24,973 | +111.7% | 0.03% | +141.7% |
| Q3 2022 | $407,000 | -44.4% | 11,797 | -40.7% | 0.01% | -53.8% |
| Q2 2022 | $732,000 | -8.4% | 19,888 | -14.4% | 0.03% | +36.8% |
| Q4 2020 | $799,000 | +66.1% | 23,229 | +40.0% | 0.02% | +72.7% |
| Q2 2020 | $481,000 | +34.7% | 16,592 | +62.4% | 0.01% | +450.0% |
| Q4 2019 | $357,000 | +47.5% | 10,215 | +28.0% | 0.00% | 0.0% |
| Q1 2019 | $242,000 | +10.5% | 7,981 | +313.3% | 0.00% | -95.2% |
| Q2 2017 | $219,000 | – | 1,931 | – | 0.04% | – |
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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% |