SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 231 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $559 | -6.8% | 13,550 | -2.4% | 0.09% | -2.2% |
Q2 2023 | $600 | +5.8% | 13,882 | -0.3% | 0.09% | +1.1% |
Q1 2023 | $567 | 0.0% | 13,930 | -4.4% | 0.09% | -5.3% |
Q4 2022 | $567 | -99.9% | 14,573 | -25.1% | 0.09% | -25.4% |
Q3 2022 | $671,000 | -5.9% | 19,457 | +0.4% | 0.13% | -1.6% |
Q2 2022 | $713,000 | -14.0% | 19,375 | -2.5% | 0.13% | -13.5% |
Q1 2022 | $829,000 | -6.1% | 19,862 | -5.5% | 0.15% | -11.9% |
Q4 2021 | $883,000 | +2.4% | 21,027 | -4.9% | 0.17% | -7.2% |
Q3 2021 | $862,000 | +18.9% | 22,101 | +20.5% | 0.18% | +16.0% |
Q2 2021 | $725,000 | +2.5% | 18,337 | -1.7% | 0.16% | -6.6% |
Q1 2021 | $707,000 | -7.6% | 18,656 | -16.2% | 0.17% | -10.7% |
Q4 2020 | $765,000 | +3.2% | 22,257 | -9.3% | 0.19% | -5.1% |
Q3 2020 | $741,000 | -16.1% | 24,536 | -19.5% | 0.20% | -22.4% |
Q2 2020 | $883,000 | -5.8% | 30,467 | -16.0% | 0.25% | -13.3% |
Q1 2020 | $937,000 | -36.3% | 36,251 | -14.0% | 0.29% | -21.0% |
Q4 2019 | $1,471,000 | -2.6% | 42,145 | -10.8% | 0.37% | -4.6% |
Q3 2019 | $1,510,000 | -35.8% | 47,257 | -37.2% | 0.39% | -37.9% |
Q2 2019 | $2,352,000 | -16.9% | 75,202 | -19.5% | 0.63% | -9.1% |
Q1 2019 | $2,829,000 | – | 93,423 | – | 0.69% | – |
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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% |