SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 700 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,548 | -4.5% | 86 | 0.0% | 0.00% | – |
| Q2 2023 | $3,715 | -13.1% | 86 | -18.1% | 0.00% | – |
| Q1 2023 | $4,276 | -72.0% | 105 | -73.2% | 0.00% | -100.0% |
| Q4 2022 | $15,245 | +408.2% | 392 | +361.2% | 0.00% | – |
| Q3 2022 | $3,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | -25.0% | 85 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | +33.3% | 85 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | -100.0% | 85 | -91.9% | 0.00% | -100.0% |
| Q1 2021 | $39,658,000 | +132093.3% | 1,046 | +19.4% | 0.01% | 0.0% |
| Q4 2020 | $30,000 | +15.4% | 876 | +0.6% | 0.01% | 0.0% |
| Q3 2020 | $26,000 | +4.0% | 871 | +0.7% | 0.01% | 0.0% |
| Q2 2020 | $25,000 | +13.6% | 865 | +0.7% | 0.01% | -12.5% |
| Q1 2020 | $22,000 | -26.7% | 859 | +0.9% | 0.01% | +60.0% |
| Q4 2019 | $30,000 | +11.1% | 851 | +0.6% | 0.01% | -37.5% |
| Q3 2019 | $27,000 | +3.8% | 846 | +0.6% | 0.01% | -11.1% |
| Q2 2019 | $26,000 | +4.0% | 841 | +0.6% | 0.01% | -18.2% |
| Q1 2019 | $25,000 | +8.7% | 836 | +0.6% | 0.01% | -8.3% |
| Q4 2018 | $23,000 | -11.5% | 831 | +0.8% | 0.01% | -7.7% |
| Q3 2018 | $26,000 | +8.3% | 824 | +0.7% | 0.01% | -7.1% |
| Q2 2018 | $24,000 | – | 818 | – | 0.01% | – |
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% |