SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 592 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.42 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,052,968 | -54.3% | 49,757 | -52.2% | 0.04% | -52.8% |
| Q2 2023 | $4,494,480 | +317.9% | 104,039 | +276.2% | 0.09% | +117.1% |
| Q4 2022 | $1,075,548 | +393.4% | 27,656 | +338.4% | 0.04% | +215.4% |
| Q3 2022 | $218,000 | -21.9% | 6,309 | -16.8% | 0.01% | -23.5% |
| Q2 2022 | $279,000 | -72.9% | 7,586 | -69.1% | 0.02% | -70.2% |
| Q1 2022 | $1,030,000 | 0.0% | 24,526 | 0.0% | 0.06% | +3.6% |
| Q4 2021 | $1,030,000 | +704.7% | 24,526 | +570.8% | 0.06% | +266.7% |
| Q4 2019 | $128,000 | – | 3,656 | – | 0.02% | – |
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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% |