SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 231 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $7,000 | 0.0% | 179 | +0.6% | 0.00% | 0.0% |
| Q4 2021 | $7,000 | 0.0% | 178 | +0.6% | 0.00% | 0.0% |
| Q3 2021 | $7,000 | 0.0% | 177 | +0.6% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | 0.0% | 176 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $7,000 | +16.7% | 176 | +1.1% | 0.00% | 0.0% |
| Q4 2020 | $6,000 | +20.0% | 174 | +0.6% | 0.00% | +50.0% |
| Q3 2020 | $5,000 | 0.0% | 173 | +0.6% | 0.00% | -33.3% |
| Q2 2020 | $5,000 | +25.0% | 172 | +0.6% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -33.3% | 171 | +0.6% | 0.00% | 0.0% |
| Q4 2019 | $6,000 | +20.0% | 170 | +0.6% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | 0.0% | 169 | +0.6% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | 0.0% | 168 | +1.2% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | +25.0% | 166 | +0.6% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | 0.0% | 165 | +0.6% | 0.00% | 0.0% |
| Q3 2018 | $4,000 | – | 164 | – | 0.00% | – |
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% |