SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 469 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.16 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $338,108 | -4.1% | 8,195 | +0.4% | 0.02% | -4.2% |
| Q2 2023 | $352,688 | -80.0% | 8,164 | -82.0% | 0.02% | -82.5% |
| Q4 2022 | $1,762,352 | +656.4% | 45,316 | +569.7% | 0.14% | +621.1% |
| Q3 2022 | $233,000 | -14.3% | 6,767 | -8.4% | 0.02% | -17.4% |
| Q2 2022 | $272,000 | -40.2% | 7,387 | -32.2% | 0.02% | -36.1% |
| Q1 2022 | $455,000 | -70.8% | 10,889 | -72.3% | 0.04% | -72.5% |
| Q3 2021 | $1,556,000 | +463.8% | 39,336 | +449.8% | 0.13% | +367.9% |
| Q1 2021 | $276,000 | -89.9% | 7,155 | -90.9% | 0.03% | -96.0% |
| Q4 2019 | $2,741,000 | +58.4% | 78,511 | +45.0% | 0.70% | +46.8% |
| Q3 2019 | $1,730,000 | +79.6% | 54,147 | +66.8% | 0.47% | +26.7% |
| Q3 2018 | $963,000 | – | 32,455 | – | 0.37% | – |
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% |