Steward Partners Investment Advisory, LLC - SPDR SER TR ownership

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
Steward Partners Investment Advisory, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,902,335
+1.7%
70,343
+6.5%
0.04%
+4.7%
Q2 2023$2,852,707
+10.1%
66,035
+3.8%
0.04%
+4.9%
Q1 2023$2,590,188
+6.0%
63,610
+1.2%
0.04%
-2.4%
Q4 2022$2,443,950
+83.1%
62,843
+62.3%
0.04%
+68.0%
Q3 2022$1,335,000
-4.4%
38,714
+2.1%
0.02%
-3.8%
Q2 2022$1,397,000
+7.6%
37,929
+22.0%
0.03%
+30.0%
Q1 2022$1,298,000
+38.5%
31,094
+39.3%
0.02%
+42.9%
Q4 2021$937,000
-1.2%
22,316
-8.2%
0.01%
-12.5%
Q3 2021$948,000
+10.5%
24,306
+12.0%
0.02%
+6.7%
Q2 2021$858,000
-99.9%
21,706
-51.0%
0.02%0.0%
Q1 2021$1,677,546,000
+312875.0%
44,262
+183.9%
0.02%
+25.0%
Q4 2020$536,000
+13.8%
15,588
-0.0%
0.01%0.0%
Q3 2020$471,000
+5.4%
15,591
+1.0%
0.01%
-7.7%
Q2 2020$447,000
-15.3%
15,436
-24.5%
0.01%
-31.6%
Q1 2020$528,000
-84.4%
20,440
-78.9%
0.02%
-81.0%
Q4 2019$3,388,000
+16.8%
97,057
+6.9%
0.10%
+2.0%
Q3 2019$2,901,000
+2.9%
90,780
+0.7%
0.10%
-4.9%
Q2 2019$2,819,000
+21.5%
90,132
+17.6%
0.10%
+5.1%
Q1 2019$2,321,000
-33.1%
76,665
-40.0%
0.10%
-42.0%
Q4 2018$3,469,000
+214.2%
127,757
+260.0%
0.17%
+218.9%
Q3 2018$1,104,000
+54.8%
35,491
+47.4%
0.05%
+23.3%
Q2 2018$713,000
+174.2%
24,072
+171.7%
0.04%
+138.9%
Q1 2018$260,000
+519.0%
8,860
+545.8%
0.02%
+500.0%
Q4 2017$42,0001,3720.00%
Other shareholders
SPDR SER TR shareholders Q3 2018
NameSharesValueWeighting ↓
Ford Financial Group, LLC 873,647$27,921,00017.81%
INSPIRION WEALTH ADVISORS, LLC 896,667$28,657,00012.55%
NICOLET ADVISORY SERVICES, LLC 2,026,994$64,783,0009.83%
Measured Wealth Private Client Group, LLC 446,239$14,262,0009.22%
KAYS FINANCIAL ADVISORY CORP /ADV 1,463,709$46,780,0008.58%
AlphaStar Capital Management, LLC 1,111,737$35,531,0008.47%
Focused Wealth Management, Inc 934,871$29,878,0008.26%
Lutz Financial Services LLC 1,264,644$40,418,0007.75%
Horizon Investments, LLC 5,971,265$190,842,0007.73%
Advisory Alpha, LLC 804,478$25,131,897,0007.44%
View complete list of SPDR SER TR shareholders