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 | $358,673 | -7.3% | 8,693 | -2.9% | 0.05% | +2.2% |
Q2 2023 | $386,770 | -0.2% | 8,953 | -6.0% | 0.04% | -8.2% |
Q1 2023 | $387,695 | -3.6% | 9,521 | -8.0% | 0.05% | -7.5% |
Q4 2022 | $402,317 | +19.0% | 10,345 | +5.5% | 0.05% | +3.9% |
Q3 2022 | $338,000 | -7.4% | 9,809 | -1.1% | 0.05% | -3.8% |
Q2 2022 | $365,000 | -10.8% | 9,916 | +1.2% | 0.05% | -7.0% |
Q1 2022 | $409,000 | +10.8% | 9,799 | +11.7% | 0.06% | +9.6% |
Q4 2021 | $369,000 | +11.1% | 8,774 | +3.1% | 0.05% | +2.0% |
Q3 2021 | $332,000 | +2.8% | 8,510 | +4.1% | 0.05% | 0.0% |
Q2 2021 | $323,000 | +6.6% | 8,177 | +2.1% | 0.05% | -7.3% |
Q1 2021 | $303,000 | – | 8,006 | – | 0.06% | – |
Download |
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% |