SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 219 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $848 | -4.5% | 20,557 | 0.0% | 0.36% | 0.0% |
| Q2 2023 | $888 | +4.7% | 20,557 | -1.3% | 0.36% | -2.4% |
| Q1 2023 | $848 | +4.7% | 20,825 | 0.0% | 0.37% | -2.9% |
| Q4 2022 | $810 | -99.9% | 20,825 | -1.2% | 0.38% | -1.6% |
| Q3 2022 | $727,000 | -6.3% | 21,077 | 0.0% | 0.39% | -2.5% |
| Q2 2022 | $776,000 | -25.0% | 21,077 | -15.0% | 0.40% | -16.5% |
| Q1 2022 | $1,035,000 | -0.6% | 24,788 | 0.0% | 0.47% | +3.7% |
| Q4 2021 | $1,041,000 | +7.7% | 24,788 | 0.0% | 0.46% | -0.9% |
| Q3 2021 | $967,000 | -3.2% | 24,788 | -1.9% | 0.46% | -1.9% |
| Q2 2021 | $999,000 | -1.1% | 25,261 | -5.2% | 0.47% | -20.7% |
| Q1 2021 | $1,010,000 | +10.3% | 26,644 | 0.0% | 0.59% | -0.3% |
| Q4 2020 | $916,000 | +13.8% | 26,644 | 0.0% | 0.60% | -1.8% |
| Q3 2020 | $805,000 | +15.3% | 26,644 | +10.7% | 0.61% | +7.4% |
| Q2 2020 | $698,000 | -80.2% | 24,073 | -82.4% | 0.56% | -83.9% |
| Q1 2020 | $3,527,000 | -32.3% | 136,497 | -8.5% | 3.51% | -8.6% |
| Q4 2019 | $5,207,000 | +9.9% | 149,164 | +0.7% | 3.84% | +1.8% |
| Q3 2019 | $4,736,000 | +0.2% | 148,172 | -1.9% | 3.77% | -0.3% |
| Q2 2019 | $4,726,000 | +3.0% | 151,102 | -0.3% | 3.78% | -3.1% |
| Q1 2019 | $4,589,000 | +0.6% | 151,555 | -9.8% | 3.90% | -10.0% |
| Q4 2018 | $4,563,000 | – | 168,017 | – | 4.33% | – |
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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% |