SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 693 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.47 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $362 | +4.6% | 8,890 | 0.0% | 0.08% | -2.6% |
Q4 2022 | $346 | -99.9% | 8,890 | 0.0% | 0.08% | 0.0% |
Q3 2022 | $335,000 | 0.0% | 8,890 | 0.0% | 0.08% | +4.0% |
Q2 2022 | $335,000 | -9.7% | 8,890 | 0.0% | 0.08% | +5.6% |
Q1 2022 | $371,000 | -0.5% | 8,890 | 0.0% | 0.07% | -1.4% |
Q4 2021 | $373,000 | +12333.3% | 8,890 | +22125.0% | 0.07% | +3500.0% |
Q1 2016 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $3,000 | -25.0% | 40 | 0.0% | 0.00% | -33.3% |
Q2 2015 | $4,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $4,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $4,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $4,000 | 0.0% | 40 | 0.0% | 0.00% | +50.0% |
Q2 2014 | $4,000 | 0.0% | 40 | 0.0% | 0.00% | -33.3% |
Q1 2014 | $4,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
Q4 2013 | $4,000 | +33.3% | 40 | 0.0% | 0.00% | 0.0% |
Q3 2013 | $3,000 | – | 40 | – | 0.00% | – |
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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% |