SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 546 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.26 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $630,289 | +13.5% | 15,276 | +18.9% | 0.04% | +20.6% |
| Q2 2023 | $555,118 | +7.2% | 12,850 | +1.0% | 0.03% | 0.0% |
| Q1 2023 | $517,968 | -3.2% | 12,720 | -7.6% | 0.03% | -10.5% |
| Q4 2022 | $535,140 | +101252.3% | 13,760 | -10.2% | 0.04% | -7.3% |
| Q3 2022 | $528 | +14.3% | 15,315 | +22.1% | 0.04% | +10.8% |
| Q2 2022 | $462 | +16.1% | 12,542 | +31.5% | 0.04% | +37.0% |
| Q1 2022 | $398 | +27.2% | 9,538 | +27.8% | 0.03% | +12.5% |
| Q4 2021 | $313 | +7.6% | 7,463 | 0.0% | 0.02% | -14.3% |
| Q3 2021 | $291 | -1.4% | 7,463 | 0.0% | 0.03% | -20.0% |
| Q2 2021 | $295 | +4.2% | 7,463 | 0.0% | 0.04% | -20.5% |
| Q1 2021 | $283 | – | 7,463 | – | 0.04% | – |
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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% |