SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 18 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $703,607 | -4.5% | 17,053 | 0.0% | 0.07% | -1.4% |
| Q2 2023 | $736,690 | +29.3% | 17,053 | +21.9% | 0.07% | +18.6% |
| Q1 2023 | $569,714 | +39.4% | 13,991 | +33.2% | 0.06% | +34.1% |
| Q4 2022 | $408,617 | +27.3% | 10,507 | +12.8% | 0.04% | +22.2% |
| Q3 2022 | $321,000 | -6.1% | 9,318 | -29.7% | 0.04% | -65.0% |
| Q1 2020 | $342,000 | -38.7% | 13,253 | -17.0% | 0.10% | -31.3% |
| Q4 2019 | $558,000 | – | 15,973 | – | 0.15% | – |
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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% |