SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 219 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,803,299 | +11.3% | 46,369 | -17.0% | 0.04% | -33.9% |
| Q2 2020 | $1,620,000 | +28.4% | 55,893 | +14.4% | 0.06% | -42.3% |
| Q1 2020 | $1,262,000 | -74.7% | 48,855 | -65.8% | 0.10% | -28.1% |
| Q4 2019 | $4,983,000 | +9.4% | 142,730 | +0.2% | 0.14% | -16.7% |
| Q3 2019 | $4,555,000 | +12.8% | 142,509 | +7.6% | 0.16% | +7.3% |
| Q2 2019 | $4,038,000 | +239.0% | 132,393 | +236.6% | 0.15% | +202.0% |
| Q1 2019 | $1,191,000 | -41.0% | 39,332 | -47.1% | 0.05% | -44.4% |
| Q4 2018 | $2,020,000 | +7.4% | 74,365 | +23.1% | 0.09% | +21.6% |
| Q3 2018 | $1,880,000 | +24.5% | 60,426 | +18.6% | 0.07% | +12.1% |
| Q2 2018 | $1,510,000 | +10.0% | 50,963 | +9.1% | 0.07% | 0.0% |
| Q1 2018 | $1,373,000 | – | 46,703 | – | 0.07% | – |
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% |