SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 326 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is 21.25 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $503,629 | -14.4% | 12,206 | -10.3% | 0.24% | -10.3% |
| Q2 2023 | $588,168 | -0.6% | 13,615 | -6.3% | 0.26% | -7.1% |
| Q1 2023 | $591,947 | -8.0% | 14,537 | -12.1% | 0.28% | -9.9% |
| Q4 2022 | $643,085 | +12.4% | 16,536 | -0.2% | 0.31% | -8.5% |
| Q3 2022 | $572,000 | -6.2% | 16,575 | 0.0% | 0.34% | -4.2% |
| Q2 2022 | $610,000 | -10.0% | 16,575 | +2.0% | 0.36% | +0.3% |
| Q1 2022 | $678,000 | -0.6% | 16,250 | 0.0% | 0.36% | +9.2% |
| Q4 2021 | $682,000 | +7.6% | 16,250 | 0.0% | 0.33% | +1.6% |
| Q3 2021 | $634,000 | +5.1% | 16,250 | +6.6% | 0.32% | +0.3% |
| Q2 2021 | $603,000 | -2.1% | 15,250 | -6.2% | 0.32% | -11.6% |
| Q1 2021 | $616,000 | +2.7% | 16,250 | -6.9% | 0.36% | -3.7% |
| Q4 2020 | $600,000 | +12.6% | 17,455 | -1.1% | 0.38% | -3.1% |
| Q3 2020 | $533,000 | +6.4% | 17,655 | +2.2% | 0.39% | +0.5% |
| Q2 2020 | $501,000 | -15.2% | 17,280 | -24.4% | 0.39% | -28.7% |
| Q1 2020 | $591,000 | -81.9% | 22,862 | -75.6% | 0.54% | -77.2% |
| Q4 2019 | $3,272,000 | – | 93,716 | – | 2.39% | – |
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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% |