SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 577 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $130 | -4.4% | 3,165 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $136 | +6.2% | 3,165 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $128 | +4.1% | 3,165 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $123 | -99.9% | 3,165 | -2.8% | 0.02% | 0.0% |
| Q3 2022 | $112,000 | -6.7% | 3,256 | 0.0% | 0.02% | -5.3% |
| Q2 2022 | $120,000 | -14.9% | 3,256 | -3.8% | 0.02% | -5.0% |
| Q1 2022 | $141,000 | -0.7% | 3,385 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $142,000 | +7.6% | 3,385 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $132,000 | -3.6% | 3,385 | -2.2% | 0.02% | -4.8% |
| Q2 2021 | $137,000 | +3.8% | 3,462 | -0.9% | 0.02% | 0.0% |
| Q1 2021 | $132,000 | +8.2% | 3,492 | -1.2% | 0.02% | 0.0% |
| Q4 2020 | $122,000 | +10.9% | 3,534 | -2.8% | 0.02% | -8.7% |
| Q3 2020 | $110,000 | +2.8% | 3,637 | -1.8% | 0.02% | -4.2% |
| Q2 2020 | $107,000 | -79.3% | 3,703 | -81.4% | 0.02% | -63.1% |
| Q1 2020 | $516,000 | +133.5% | 19,962 | +188.6% | 0.06% | +27.5% |
| Q3 2019 | $221,000 | – | 6,916 | – | 0.05% | – |
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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% |