SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 700 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $4,830,367 | +2279.5% | 95,784 | +1873.3% | 4.40% | +2533.5% |
Q1 2022 | $203,000 | -9.0% | 4,854 | -8.6% | 0.17% | -4.6% |
Q4 2021 | $223,000 | -21.2% | 5,313 | -34.6% | 0.18% | -26.5% |
Q4 2019 | $283,000 | +10.1% | 8,130 | +0.8% | 0.24% | +4.8% |
Q3 2019 | $257,000 | +2.0% | 8,069 | -0.0% | 0.23% | +7.6% |
Q2 2019 | $252,000 | +2.0% | 8,072 | -0.9% | 0.21% | -0.9% |
Q1 2019 | $247,000 | +18.8% | 8,143 | +5.8% | 0.21% | +9.2% |
Q4 2018 | $208,000 | – | 7,693 | – | 0.20% | – |
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% |