SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 18 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $577,054 | -7.3% | 13,986 | -2.9% | 0.38% | -7.1% |
| Q2 2023 | $622,460 | +5.2% | 14,409 | -0.8% | 0.41% | -2.4% |
| Q1 2023 | $591,474 | +0.3% | 14,525 | -4.2% | 0.42% | -11.2% |
| Q4 2022 | $589,899 | +5.0% | 15,168 | -6.9% | 0.47% | -16.3% |
| Q3 2022 | $562,000 | -8.3% | 16,291 | -2.2% | 0.57% | -4.4% |
| Q2 2022 | $613,000 | -14.0% | 16,657 | -2.5% | 0.59% | -4.8% |
| Q1 2022 | $713,000 | -88.8% | 17,078 | -88.8% | 0.62% | -89.5% |
| Q4 2021 | $6,386,000 | – | 152,048 | – | 5.91% | – |
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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% |