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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $345,614 | -39.9% | 8,887 | -46.6% | 0.01% | -50.0% |
| Q3 2022 | $575,000 | -23.2% | 16,657 | -18.1% | 0.01% | -14.3% |
| Q2 2022 | $749,000 | -26.8% | 20,347 | -17.0% | 0.01% | -17.6% |
| Q1 2022 | $1,023,000 | +7.6% | 24,516 | +8.3% | 0.02% | +13.3% |
| Q4 2021 | $951,000 | +7.7% | 22,641 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $883,000 | +160.5% | 22,641 | +93.5% | 0.02% | +87.5% |
| Q2 2020 | $339,000 | -48.9% | 11,700 | -54.5% | 0.01% | -57.9% |
| Q1 2020 | $664,000 | – | 25,701 | – | 0.02% | – |
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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% |