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 | $920,222 | -8.5% | 22,303 | -4.2% | 0.85% | -2.8% |
| Q2 2023 | $1,005,610 | +1.0% | 23,278 | -4.8% | 0.87% | +5.1% |
| Q1 2023 | $995,319 | +7.0% | 24,443 | +2.2% | 0.83% | +8.8% |
| Q4 2022 | $930,249 | -15.7% | 23,920 | -25.3% | 0.76% | -2.4% |
| Q3 2022 | $1,104,000 | -0.4% | 32,016 | +6.3% | 0.78% | -33.4% |
| Q2 2022 | $1,108,000 | -16.9% | 30,109 | -5.8% | 1.17% | +61.5% |
| Q1 2022 | $1,334,000 | -8.2% | 31,964 | -7.7% | 0.73% | -5.2% |
| Q4 2021 | $1,453,000 | +13.5% | 34,617 | +5.4% | 0.77% | +7.3% |
| Q3 2021 | $1,280,000 | +5.2% | 32,837 | +6.6% | 0.72% | +6.9% |
| Q2 2021 | $1,217,000 | +13.8% | 30,796 | +9.1% | 0.67% | +7.0% |
| Q1 2021 | $1,069,000 | +41.4% | 28,221 | +28.3% | 0.62% | +32.7% |
| Q4 2020 | $756,000 | +47.1% | 21,990 | +29.0% | 0.47% | +28.7% |
| Q3 2020 | $514,000 | +1.8% | 17,049 | -2.2% | 0.37% | -11.2% |
| Q2 2020 | $505,000 | +22.3% | 17,431 | +9.0% | 0.41% | -5.1% |
| Q1 2020 | $413,000 | +19.0% | 15,989 | +60.7% | 0.43% | +49.7% |
| Q4 2019 | $347,000 | – | 9,947 | – | 0.29% | – |
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% |