SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 701 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $776,391 | +92658.8% | 18,817 | -3.0% | 0.38% | -6.9% |
| Q2 2023 | $837 | +2.6% | 19,395 | -3.2% | 0.40% | -18.6% |
| Q1 2023 | $816 | +16.2% | 20,030 | +10.9% | 0.50% | -1.6% |
| Q4 2022 | $702 | -99.9% | 18,056 | -3.2% | 0.50% | -15.5% |
| Q3 2022 | $643,000 | -5.3% | 18,648 | +1.1% | 0.60% | -26.5% |
| Q2 2022 | $679,000 | -14.7% | 18,452 | -3.2% | 0.81% | -31.9% |
| Q1 2022 | $796,000 | – | 19,060 | – | 1.19% | – |
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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% |