SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 326 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is 21.25 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $280,000 | -8.8% | 9,652 | -18.7% | 0.07% | -22.1% |
| Q1 2020 | $307,000 | -93.7% | 11,876 | -91.4% | 0.10% | -92.6% |
| Q4 2019 | $4,837,000 | +12.5% | 138,568 | +0.7% | 1.28% | -3.8% |
| Q3 2019 | $4,298,000 | +312.5% | 137,588 | +313.0% | 1.33% | +295.5% |
| Q2 2019 | $1,042,000 | +5.1% | 33,311 | +1.7% | 0.34% | +2.4% |
| Q1 2019 | $991,000 | +4.9% | 32,740 | +0.6% | 0.33% | -1.8% |
| Q4 2018 | $945,000 | +9.2% | 32,548 | +17.1% | 0.33% | +16.4% |
| Q3 2018 | $865,000 | +8.0% | 27,801 | +2.9% | 0.29% | -3.0% |
| Q2 2018 | $801,000 | – | 27,030 | – | 0.30% | – |
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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% |