SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 546 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.26 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $752,469 | +4.6% | 18,237 | +9.5% | 0.32% | +5.5% |
| Q2 2023 | $719,289 | +25.1% | 16,650 | +18.0% | 0.31% | +8.8% |
| Q1 2023 | $574,811 | +25.5% | 14,116 | +19.9% | 0.28% | +10.5% |
| Q4 2022 | $457,936 | +33.1% | 11,775 | +18.2% | 0.26% | +12.8% |
| Q3 2022 | $344,000 | +39.3% | 9,963 | +48.8% | 0.23% | +36.7% |
| Q2 2022 | $247,000 | +17.6% | 6,696 | +32.9% | 0.17% | +1.2% |
| Q1 2022 | $210,000 | -18.6% | 5,038 | -18.0% | 0.16% | +1.2% |
| Q4 2021 | $258,000 | – | 6,145 | – | 0.16% | – |
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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% |