SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 593 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.18 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $276,690 | -4.5% | 6,706 | 0.0% | 0.00% | – |
| Q2 2023 | $289,699 | -30.6% | 6,706 | -34.6% | 0.00% | – |
| Q1 2023 | $417,217 | +2.8% | 10,246 | -1.8% | 0.00% | – |
| Q4 2022 | $405,700 | +14.8% | 10,432 | +1.8% | 0.00% | – |
| Q3 2022 | $353,385 | -58.2% | 10,246 | -55.4% | 0.00% | -100.0% |
| Q2 2022 | $845,829 | -11.8% | 22,972 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $959,081 | -0.6% | 22,972 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $965,000 | +7.7% | 22,972 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $896,000 | -76.2% | 22,972 | -83.4% | 0.00% | -80.0% |
| Q4 2018 | $3,757,000 | +878.4% | 138,312 | +1021.9% | 0.01% | – |
| Q3 2018 | $384,000 | +36.7% | 12,328 | +30.1% | 0.00% | – |
| Q2 2018 | $281,000 | – | 9,477 | – | 0.00% | – |
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% |