SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 426 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $336,764 | -13.6% | 8,162 | -9.5% | 0.07% | -9.5% |
| Q2 2023 | $389,793 | +6.1% | 9,023 | 0.0% | 0.07% | +4.2% |
| Q1 2023 | $367,417 | +104577.2% | 9,023 | 0.0% | 0.07% | +4.4% |
| Q4 2022 | $351 | -99.9% | 9,023 | 0.0% | 0.07% | -1.4% |
| Q3 2022 | $311,000 | -6.3% | 9,023 | 0.0% | 0.07% | +7.8% |
| Q2 2022 | $332,000 | -17.0% | 9,023 | -5.8% | 0.06% | -3.0% |
| Q1 2022 | $400,000 | -0.5% | 9,575 | 0.0% | 0.07% | -1.5% |
| Q4 2021 | $402,000 | +7.8% | 9,575 | 0.0% | 0.07% | -9.5% |
| Q3 2021 | $373,000 | +6.3% | 9,575 | +7.9% | 0.07% | -1.3% |
| Q2 2021 | $351,000 | +4.2% | 8,873 | 0.0% | 0.08% | -2.6% |
| Q1 2021 | $337,000 | +10.5% | 8,873 | 0.0% | 0.08% | +5.5% |
| Q4 2020 | $305,000 | +13.8% | 8,873 | 0.0% | 0.07% | +2.8% |
| Q3 2020 | $268,000 | +9.8% | 8,873 | +5.4% | 0.07% | +2.9% |
| Q2 2020 | $244,000 | – | 8,420 | – | 0.07% | – |
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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% |