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 | $7,979,520 | -3.8% | 193,396 | +0.8% | 8.18% | +2.8% |
| Q2 2023 | $8,291,183 | +12.1% | 191,926 | +0.9% | 7.96% | +7.6% |
| Q1 2023 | $7,398,245 | -0.5% | 190,235 | -0.5% | 7.40% | -0.2% |
| Q4 2022 | $7,435,113 | +13.6% | 191,183 | +0.7% | 7.41% | +5.3% |
| Q3 2022 | $6,545,000 | -5.5% | 189,773 | +0.9% | 7.04% | -2.4% |
| Q2 2022 | $6,926,000 | -11.6% | 188,096 | +0.3% | 7.21% | +4.6% |
| Q1 2022 | $7,832,000 | +1.7% | 187,594 | +2.3% | 6.89% | -1.1% |
| Q4 2021 | $7,698,000 | – | 183,293 | – | 6.97% | – |
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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% |