SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 70 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $756,000 | +104.3% | 7,645 | +113.2% | 0.00% | – |
| Q2 2023 | $370,000 | -19.0% | 3,586 | -17.7% | 0.00% | – |
| Q1 2023 | $457,000 | +1169.4% | 4,355 | +1207.8% | 0.00% | – |
| Q4 2022 | $36,000 | -96.3% | 333 | -96.6% | 0.00% | – |
| Q3 2022 | $972,000 | -18.7% | 9,843 | -14.1% | 0.00% | – |
| Q2 2022 | $1,195,000 | +1710.6% | 11,462 | +1883.0% | 0.00% | – |
| Q1 2022 | $66,000 | -93.6% | 578 | -93.3% | 0.00% | – |
| Q4 2021 | $1,036,000 | +26.2% | 8,669 | +18.4% | 0.00% | – |
| Q3 2021 | $821,000 | +24.2% | 7,319 | +24.6% | 0.00% | – |
| Q2 2021 | $661,000 | -23.9% | 5,874 | -24.8% | 0.00% | – |
| Q1 2021 | $869,000 | +364.7% | 7,811 | +298.1% | 0.00% | – |
| Q4 2020 | $187,000 | -61.4% | 1,962 | -69.3% | 0.00% | – |
| Q3 2020 | $485,000 | -40.9% | 6,396 | -40.4% | 0.00% | – |
| Q2 2020 | $820,000 | +81900.0% | 10,733 | +48686.4% | 0.00% | – |
| Q1 2020 | $1,000 | -50.0% | 22 | 0.0% | 0.00% | – |
| Q4 2019 | $2,000 | -80.0% | 22 | -78.0% | 0.00% | – |
| Q3 2019 | $10,000 | +42.9% | 100 | +25.0% | 0.00% | – |
| Q2 2019 | $7,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q1 2019 | $7,000 | -88.9% | 80 | -89.4% | 0.00% | – |
| Q4 2018 | $63,000 | +687.5% | 752 | +840.0% | 0.00% | – |
| Q3 2018 | $8,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q2 2018 | $8,000 | +14.3% | 80 | 0.0% | 0.00% | – |
| Q1 2018 | $7,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q4 2017 | $7,000 | -12.5% | 80 | 0.0% | 0.00% | – |
| Q3 2017 | $8,000 | -82.6% | 80 | -84.1% | 0.00% | – |
| Q2 2017 | $46,000 | -80.5% | 503 | -80.5% | 0.00% | – |
| Q1 2017 | $236,000 | -6.3% | 2,580 | -4.4% | 0.00% | – |
| Q4 2016 | $252,000 | -67.5% | 2,700 | -71.5% | 0.00% | – |
| Q3 2016 | $776,000 | +297.9% | 9,469 | +278.8% | 0.00% | – |
| Q2 2016 | $195,000 | +1.6% | 2,500 | 0.0% | 0.00% | – |
| Q1 2016 | $192,000 | +2.7% | 2,500 | 0.0% | 0.00% | – |
| Q4 2015 | $187,000 | -23.0% | 2,500 | -26.4% | 0.00% | – |
| Q3 2015 | $243,000 | -83.3% | 3,396 | -81.9% | 0.00% | -100.0% |
| Q2 2015 | $1,451,000 | -61.4% | 18,793 | -60.5% | 0.00% | -66.7% |
| Q1 2015 | $3,763,000 | +148.1% | 47,600 | +144.7% | 0.00% | +200.0% |
| Q4 2014 | $1,517,000 | +324.9% | 19,454 | +302.7% | 0.00% | – |
| Q2 2014 | $357,000 | +55.2% | 4,831 | +52.0% | 0.00% | – |
| Q1 2014 | $230,000 | +11400.0% | 3,179 | +9250.0% | 0.00% | – |
| Q4 2013 | $2,000 | -96.9% | 34 | -96.6% | 0.00% | – |
| Q3 2013 | $65,000 | – | 990 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNaughton Wealth Management, LLC | 78,042 | $7,718,342 | 5.13% |
| Johnson & White Wealth Management, LLC | 18,334 | $1,813 | 1.64% |
| AdvisorNet Financial, Inc | 62,880 | $6,218,812 | 0.56% |
| IAG Wealth Partners, LLC | 19,408 | $1,919,447 | 0.54% |
| COWA, LLC | 7,991 | $790,342 | 0.53% |
| Grey Fox Wealth Advisors, LLC | 9,737 | $962,978 | 0.48% |
| HF Advisory Group, LLC | 5,728 | $566,582 | 0.42% |
| Congress Wealth Management LLC / DE / | 168,796 | $16,693,944 | 0.34% |
| Marshall Financial Group LLC | 9,391 | $928,770 | 0.34% |
| DOHJ, LLC | 6,141 | $601,034 | 0.27% |