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 | $413,136 | -32.0% | 10,013 | -28.8% | 0.02% | -18.2% |
| Q2 2023 | $607,392 | +6.4% | 14,060 | +0.3% | 0.02% | 0.0% |
| Q1 2023 | $571,017 | -52.7% | 14,023 | -54.8% | 0.02% | -56.9% |
| Q4 2022 | $1,206,173 | +149.7% | 31,015 | +121.2% | 0.05% | +131.8% |
| Q3 2022 | $483,000 | -65.4% | 14,019 | -63.1% | 0.02% | -65.1% |
| Q2 2022 | $1,397,000 | +0.3% | 37,952 | +13.7% | 0.06% | +12.5% |
| Q1 2022 | $1,393,000 | +27.9% | 33,370 | +28.7% | 0.06% | 0.0% |
| Q4 2021 | $1,089,000 | +29.4% | 25,930 | +21.8% | 0.06% | +33.3% |
| Q2 2021 | $841,530 | +22.7% | 21,283 | +17.6% | 0.04% | +7.7% |
| Q1 2021 | $685,952 | +31.3% | 18,099 | +19.1% | 0.04% | +14.7% |
| Q4 2020 | $522,625 | +61.1% | 15,197 | +41.5% | 0.03% | +30.8% |
| Q3 2020 | $324,439 | -2.7% | 10,743 | -6.7% | 0.03% | -10.3% |
| Q2 2020 | $333,531 | +25.1% | 11,509 | +11.5% | 0.03% | 0.0% |
| Q1 2020 | $266,669 | -1.3% | 10,320 | +33.4% | 0.03% | +26.1% |
| Q4 2019 | $270,134 | +67.0% | 7,738 | -98.5% | 0.02% | +43.8% |
| Q3 2019 | $161,750 | +533.7% | 506,100 | +1924.4% | 0.02% | +700.0% |
| Q2 2019 | $25,526 | – | 25,000 | – | 0.00% | – |
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% |