SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 700 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $275,602 | -9.0% | 6,380 | -18.1% | 0.17% | -36.0% |
Q4 2022 | $302,969 | -89.8% | 7,790 | -91.0% | 0.27% | -93.3% |
Q3 2022 | $2,972,000 | -9.0% | 86,165 | -2.9% | 3.99% | -16.3% |
Q2 2022 | $3,267,000 | -44.1% | 88,729 | -36.6% | 4.77% | -16.1% |
Q1 2022 | $5,842,000 | -46.6% | 139,917 | -46.3% | 5.68% | -3.6% |
Q4 2021 | $10,937,000 | – | 260,405 | – | 5.90% | – |
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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% |