SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 426 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,993 | -25.7% | 315 | -22.2% | 0.00% | -33.3% |
| Q2 2023 | $17,496 | +6.1% | 405 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $16,489 | -39.8% | 405 | -42.6% | 0.00% | -40.0% |
| Q4 2022 | $27,407 | +14.2% | 705 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $24,000 | -7.7% | 705 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $26,000 | -10.3% | 705 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $29,000 | 0.0% | 705 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $29,000 | +7.4% | 705 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $27,000 | -3.6% | 705 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $28,000 | +3.7% | 705 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $27,000 | +12.5% | 705 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $24,000 | – | 705 | – | 0.01% | – |
Download | ||||||
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% |