SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 671 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.50 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $497,173 | -4.4% | 12,050 | +0.1% | 0.44% | -1.6% |
| Q2 2023 | $520,036 | +6.2% | 12,038 | +0.1% | 0.45% | +0.2% |
| Q1 2023 | $489,694 | +8.6% | 12,026 | +3.7% | 0.45% | +1.6% |
| Q4 2022 | $450,893 | +33.8% | 11,594 | +26.8% | 0.44% | +27.4% |
| Q2 2022 | $337,000 | +12.7% | 9,143 | +27.5% | 0.35% | +33.0% |
| Q1 2022 | $299,000 | +0.3% | 7,170 | +0.2% | 0.26% | -2.6% |
| Q4 2021 | $298,000 | – | 7,156 | – | 0.27% | – |
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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% |