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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $228,006 | -46.6% | 5,526 | -44.1% | 0.04% | -46.1% |
| Q2 2023 | $427,108 | +2.3% | 9,887 | -3.6% | 0.08% | -2.6% |
| Q1 2023 | $417,660 | +1.5% | 10,257 | -3.0% | 0.08% | -14.3% |
| Q4 2022 | $411,396 | +20.6% | 10,578 | +6.9% | 0.09% | +9.6% |
| Q3 2022 | $341,000 | -7.1% | 9,891 | -0.7% | 0.08% | -3.5% |
| Q2 2022 | $367,000 | -14.8% | 9,959 | -3.5% | 0.09% | +2.4% |
| Q1 2022 | $431,000 | -1.4% | 10,315 | -0.9% | 0.08% | +13.5% |
| Q4 2021 | $437,000 | +7.9% | 10,410 | +0.3% | 0.07% | 0.0% |
| Q3 2021 | $405,000 | -1.5% | 10,382 | -0.0% | 0.07% | -1.3% |
| Q2 2021 | $411,000 | +16.1% | 10,385 | +11.1% | 0.08% | +7.1% |
| Q1 2021 | $354,000 | +58.0% | 9,344 | +43.3% | 0.07% | +40.0% |
| Q4 2020 | $224,000 | -44.4% | 6,522 | -58.2% | 0.05% | -65.3% |
| Q1 2020 | $403,000 | -79.1% | 15,590 | -71.8% | 0.14% | -75.8% |
| Q4 2019 | $1,931,000 | +513.0% | 55,310 | +461.0% | 0.60% | +467.6% |
| Q3 2019 | $315,000 | -84.0% | 9,859 | -84.3% | 0.10% | -84.0% |
| Q2 2019 | $1,970,000 | 0.0% | 62,982 | -3.2% | 0.66% | -3.5% |
| Q1 2019 | $1,970,000 | +103.5% | 65,062 | +82.6% | 0.68% | +72.0% |
| Q4 2018 | $968,000 | +0.3% | 35,627 | +14.9% | 0.40% | +18.2% |
| Q3 2018 | $965,000 | +125.5% | 30,999 | +114.6% | 0.34% | +106.8% |
| Q2 2018 | $428,000 | +52.9% | 14,447 | +51.4% | 0.16% | +43.4% |
| Q1 2018 | $280,000 | – | 9,540 | – | 0.11% | – |
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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% |