SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 577 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,806,647 | +1.2% | 43,883 | +7.7% | 0.78% | +2.6% |
| Q2 2023 | $1,785,999 | +112866.4% | 40,739 | +37.3% | 0.76% | +18.6% |
| Q1 2023 | $1,581 | +35.7% | 29,665 | -0.0% | 0.64% | +19.7% |
| Q4 2022 | $1,165 | -99.9% | 29,666 | +10.5% | 0.54% | +17.4% |
| Q3 2022 | $951,000 | 0.0% | 26,836 | +3.8% | 0.46% | -1.3% |
| Q2 2022 | $951,000 | -8.8% | 25,842 | +3.5% | 0.46% | +7.4% |
| Q1 2022 | $1,043,000 | – | 24,972 | – | 0.43% | – |
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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% |