SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 577 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $388,344 | -11.4% | 9,412 | -7.3% | 0.00% | – |
Q2 2023 | $438,437 | +35.5% | 10,149 | +27.7% | 0.00% | – |
Q1 2023 | $323,602 | +147.7% | 7,947 | +136.6% | 0.00% | – |
Q4 2022 | $130,631 | -13.5% | 3,359 | -23.2% | 0.00% | – |
Q3 2022 | $151,000 | -9.0% | 4,375 | -3.0% | 0.00% | – |
Q2 2022 | $166,000 | +18.6% | 4,510 | +34.3% | 0.00% | – |
Q1 2022 | $140,000 | -0.7% | 3,359 | 0.0% | 0.00% | – |
Q4 2021 | $141,000 | +13.7% | 3,359 | +6.2% | 0.00% | – |
Q3 2021 | $124,000 | -0.8% | 3,164 | 0.0% | 0.00% | – |
Q2 2021 | $125,000 | +4.2% | 3,164 | 0.0% | 0.00% | – |
Q1 2021 | $120,000 | +114.3% | 3,164 | +95.4% | 0.00% | – |
Q4 2020 | $56,000 | +14.3% | 1,619 | 0.0% | 0.00% | – |
Q3 2020 | $49,000 | +188.2% | 1,619 | +179.1% | 0.00% | – |
Q2 2020 | $17,000 | +13.3% | 580 | 0.0% | 0.00% | – |
Q1 2020 | $15,000 | -25.0% | 580 | 0.0% | 0.00% | – |
Q4 2019 | $20,000 | +5.3% | 580 | 0.0% | 0.00% | – |
Q3 2019 | $19,000 | -91.9% | 580 | -92.3% | 0.00% | – |
Q2 2019 | $235,000 | +921.7% | 7,534 | +911.3% | 0.00% | – |
Q1 2019 | $23,000 | +15.0% | 745 | 0.0% | 0.00% | – |
Q4 2018 | $20,000 | -13.0% | 745 | 0.0% | 0.00% | – |
Q3 2018 | $23,000 | -14.8% | 745 | -19.0% | 0.00% | – |
Q2 2018 | $27,000 | +22.7% | 920 | +22.0% | 0.00% | – |
Q1 2018 | $22,000 | -4.3% | 754 | +0.1% | 0.00% | – |
Q4 2017 | $23,000 | 0.0% | 753 | +274.6% | 0.00% | – |
Q3 2017 | $23,000 | 0.0% | 201 | +0.5% | 0.00% | – |
Q2 2017 | $23,000 | -36.1% | 200 | -37.7% | 0.00% | – |
Q1 2017 | $36,000 | -2.7% | 321 | -5.9% | 0.00% | – |
Q4 2016 | $37,000 | -21.3% | 341 | -25.4% | 0.00% | – |
Q3 2016 | $47,000 | +62.1% | 457 | +60.4% | 0.00% | – |
Q2 2016 | $29,000 | -59.7% | 285 | -61.4% | 0.00% | – |
Q1 2016 | $72,000 | +1.4% | 739 | +0.3% | 0.00% | – |
Q4 2015 | $71,000 | +7.6% | 737 | +1.2% | 0.00% | – |
Q3 2015 | $66,000 | -24.1% | 728 | -15.8% | 0.00% | – |
Q2 2015 | $87,000 | +13.0% | 865 | +12.9% | 0.00% | – |
Q1 2015 | $77,000 | +600.0% | 766 | +590.1% | 0.00% | – |
Q4 2014 | $11,000 | 0.0% | 111 | 0.0% | 0.00% | – |
Q3 2014 | $11,000 | – | 111 | – | 0.00% | – |
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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% |