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 | $890,251 | -5.5% | 21,577 | -1.1% | 0.23% | -7.9% |
| Q2 2023 | $942,348 | +5.1% | 21,814 | -0.9% | 0.25% | -3.4% |
| Q1 2023 | $896,517 | -7.3% | 22,017 | -11.5% | 0.26% | -17.3% |
| Q4 2022 | $967,374 | +7.1% | 24,875 | -5.0% | 0.32% | -0.3% |
| Q3 2022 | $903,000 | +43.3% | 26,190 | +53.1% | 0.32% | +50.5% |
| Q2 2022 | $630,000 | -32.3% | 17,110 | -23.3% | 0.21% | -34.0% |
| Q1 2022 | $931,000 | -71.6% | 22,310 | -71.4% | 0.32% | +24.9% |
| Q4 2021 | $3,273,000 | +268.2% | 77,935 | +242.0% | 0.26% | -22.6% |
| Q3 2021 | $889,000 | -2.8% | 22,786 | -1.6% | 0.33% | -8.3% |
| Q2 2021 | $915,000 | +3.0% | 23,149 | -1.2% | 0.36% | -4.0% |
| Q1 2021 | $888,000 | +2.7% | 23,429 | -6.9% | 0.38% | -4.6% |
| Q4 2020 | $865,000 | +19.8% | 25,157 | +5.2% | 0.40% | -0.3% |
| Q3 2020 | $722,000 | -2.6% | 23,922 | -6.5% | 0.40% | -9.0% |
| Q2 2020 | $741,000 | -46.8% | 25,586 | -52.5% | 0.44% | -56.8% |
| Q1 2020 | $1,393,000 | -13.4% | 53,891 | +16.9% | 1.01% | -2.2% |
| Q4 2019 | $1,609,000 | – | 46,114 | – | 1.03% | – |
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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% |