SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 171 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $18,388,000 | -12.1% | 471,479 | -10.9% | 4.84% | -2.9% |
| Q2 2021 | $20,927,000 | +2.4% | 529,255 | -1.9% | 4.99% | -6.8% |
| Q1 2021 | $20,442,000 | +14.3% | 539,365 | +6.9% | 5.35% | +11.3% |
| Q4 2020 | $17,892,000 | +28.7% | 504,566 | +14.0% | 4.81% | +9.8% |
| Q3 2020 | $13,899,000 | +22.3% | 442,785 | +17.6% | 4.38% | +6.4% |
| Q2 2020 | $11,366,000 | +95.6% | 376,484 | +61.2% | 4.12% | +46.2% |
| Q1 2020 | $5,810,000 | +11.6% | 233,530 | +56.8% | 2.82% | +30.9% |
| Q4 2019 | $5,206,000 | +26.8% | 148,950 | +15.7% | 2.15% | +5.7% |
| Q3 2019 | $4,106,000 | +57.3% | 128,760 | +56.6% | 2.04% | +43.8% |
| Q2 2019 | $2,611,000 | +10.6% | 82,230 | +8.6% | 1.42% | +6.8% |
| Q1 2019 | $2,361,000 | +12.8% | 75,717 | +5.0% | 1.32% | +2.7% |
| Q4 2018 | $2,094,000 | +32.3% | 72,100 | +36.8% | 1.29% | +25.5% |
| Q3 2018 | $1,583,000 | +27.9% | 52,697 | +26.1% | 1.03% | +26.9% |
| Q2 2018 | $1,238,000 | +31.6% | 41,776 | +30.5% | 0.81% | +31.3% |
| Q1 2018 | $941,000 | +72.7% | 32,015 | +80.4% | 0.62% | +73.8% |
| Q4 2017 | $545,000 | – | 17,750 | – | 0.36% | – |
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% |