SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 328 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,195,000 | +0.4% | 56,290 | +1.8% | 0.20% | 0.0% |
| Q2 2021 | $2,187,000 | +7.7% | 55,303 | +3.2% | 0.20% | -1.0% |
| Q1 2021 | $2,030,000 | +4.2% | 53,563 | -5.5% | 0.20% | -0.5% |
| Q4 2020 | $1,949,000 | +11.4% | 56,673 | -2.2% | 0.21% | -1.4% |
| Q3 2020 | $1,750,000 | +15.4% | 57,950 | +10.8% | 0.21% | +6.1% |
| Q2 2020 | $1,516,000 | +13.8% | 52,325 | +1.5% | 0.20% | -9.6% |
| Q1 2020 | $1,332,000 | -10.5% | 51,536 | +20.8% | 0.22% | +9.5% |
| Q4 2019 | $1,489,000 | +10.0% | 42,654 | +0.7% | 0.20% | -0.5% |
| Q3 2019 | $1,354,000 | +4.6% | 42,369 | +2.3% | 0.20% | +8.1% |
| Q2 2019 | $1,295,000 | +18.3% | 41,412 | +14.5% | 0.18% | +16.4% |
| Q1 2019 | $1,095,000 | +32.4% | 36,166 | +18.7% | 0.16% | +18.7% |
| Q4 2018 | $827,000 | – | 30,466 | – | 0.13% | – |
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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% |