SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 592 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.42 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $415,766 | +327.9% | 10,077 | +348.1% | 0.04% | +310.0% |
| Q2 2023 | $97,157 | +270.5% | 2,249 | +249.2% | 0.01% | +233.3% |
| Q1 2023 | $26,224 | +138.3% | 644 | +127.6% | 0.00% | +200.0% |
| Q4 2022 | $11,006 | +10.1% | 283 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $10,000 | -28.6% | 283 | -27.2% | 0.00% | -50.0% |
| Q2 2022 | $14,000 | +7.7% | 389 | +25.5% | 0.00% | +100.0% |
| Q1 2022 | $13,000 | -60.6% | 310 | -61.0% | 0.00% | -75.0% |
| Q4 2021 | $33,000 | +6.5% | 794 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $31,000 | -13.9% | 794 | -12.2% | 0.00% | -20.0% |
| Q2 2021 | $36,000 | +1700.0% | 904 | +1708.0% | 0.01% | – |
| Q4 2020 | $2,000 | -95.7% | 50 | -96.8% | 0.00% | -100.0% |
| Q3 2020 | $47,000 | +4.4% | 1,550 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $45,000 | +12.5% | 1,550 | 0.0% | 0.01% | -10.0% |
| Q1 2020 | $40,000 | +8.1% | 1,550 | +47.6% | 0.01% | 0.0% |
| Q4 2019 | $37,000 | -5.1% | 1,050 | -13.2% | 0.01% | -9.1% |
| Q3 2019 | $39,000 | -43.5% | 1,210 | -44.6% | 0.01% | -47.6% |
| Q2 2019 | $69,000 | +155.6% | 2,186 | +142.4% | 0.02% | +110.0% |
| Q1 2019 | $27,000 | -67.9% | 902 | -70.8% | 0.01% | -72.2% |
| Q4 2018 | $84,000 | -62.2% | 3,085 | -56.8% | 0.04% | -65.4% |
| Q3 2018 | $222,000 | – | 7,146 | – | 0.10% | – |
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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% |