Altium Wealth Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 235 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Altium Wealth Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$22,870,000
-19.9%
621,125
-9.2%
1.65%
-10.5%
Q1 2022$28,562,000
+5.5%
684,115
+6.1%
1.84%
+5.5%
Q4 2021$27,073,000
+8.4%
644,600
+0.7%
1.74%
-2.1%
Q3 2021$24,970,000
+0.1%
640,244
+1.5%
1.78%
-2.5%
Q2 2021$24,937,000
+2.5%
630,686
-1.8%
1.83%
-6.3%
Q1 2021$24,331,000
+16.8%
641,986
+6.0%
1.95%
+6.0%
Q4 2020$20,823,000
+22.1%
605,488
+7.2%
1.84%
+3.8%
Q3 2020$17,059,000
+11.2%
564,858
+6.7%
1.77%
+2.8%
Q2 2020$15,347,000
-10.6%
529,586
-20.3%
1.72%
-26.8%
Q1 2020$17,172,000
-34.7%
664,568
-11.7%
2.35%
-25.1%
Q4 2019$26,278,000
+14.5%
752,728
+4.8%
3.14%
+1.6%
Q3 2019$22,956,000
+15.4%
718,283
+13.0%
3.09%
+7.2%
Q2 2019$19,890,000
+26.8%
635,877
+22.8%
2.88%
+15.3%
Q1 2019$15,681,000
+68.6%
517,878
+51.2%
2.50%
+40.7%
Q4 2018$9,300,000
-36.5%
342,410
-27.3%
1.78%
-36.7%
Q3 2018$14,657,000
+102.2%
470,970
+92.6%
2.81%
+45.3%
Q2 2018$7,247,000
+37.1%
244,591
+36.0%
1.93%
-7.0%
Q1 2018$5,286,000
+78.2%
179,782
+86.0%
2.08%
+53.3%
Q4 2017$2,966,00096,6671.36%
Other shareholders
SPDR SER TR shareholders Q2 2019
NameSharesValueWeighting ↓
Ford Financial Group, LLC 873,647$27,921,00017.81%
INSPIRION WEALTH ADVISORS, LLC 896,667$28,657,00012.55%
NICOLET ADVISORY SERVICES, LLC 2,026,994$64,783,0009.83%
Measured Wealth Private Client Group, LLC 446,239$14,262,0009.22%
KAYS FINANCIAL ADVISORY CORP /ADV 1,463,709$46,780,0008.58%
AlphaStar Capital Management, LLC 1,111,737$35,531,0008.47%
Focused Wealth Management, Inc 934,871$29,878,0008.26%
Lutz Financial Services LLC 1,264,644$40,418,0007.75%
Horizon Investments, LLC 5,971,265$190,842,0007.73%
Advisory Alpha, LLC 804,478$25,131,897,0007.44%
View complete list of SPDR SER TR shareholders