SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 54 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $551,000 | -2.7% | 5,505 | -7.6% | 0.00% | 0.0% |
| Q3 2019 | $566,000 | -7.2% | 5,956 | -9.1% | 0.00% | 0.0% |
| Q2 2019 | $610,000 | +50.2% | 6,555 | +47.7% | 0.00% | 0.0% |
| Q1 2019 | $406,000 | +11.2% | 4,437 | +0.8% | 0.00% | 0.0% |
| Q4 2018 | $365,000 | -45.2% | 4,400 | -36.0% | 0.00% | 0.0% |
| Q3 2018 | $666,000 | +9.5% | 6,873 | +7.7% | 0.00% | 0.0% |
| Q2 2018 | $608,000 | +17.8% | 6,380 | +9.7% | 0.00% | 0.0% |
| Q1 2018 | $516,000 | +6.6% | 5,814 | +9.6% | 0.00% | 0.0% |
| Q4 2017 | $484,000 | +0.2% | 5,303 | +5.2% | 0.00% | 0.0% |
| Q3 2017 | $483,000 | +14.7% | 5,039 | +10.5% | 0.00% | 0.0% |
| Q2 2017 | $421,000 | -34.7% | 4,561 | -35.2% | 0.00% | 0.0% |
| Q1 2017 | $645,000 | +5.9% | 7,043 | +8.0% | 0.00% | -50.0% |
| Q4 2016 | $609,000 | -80.1% | 6,522 | -82.6% | 0.00% | -75.0% |
| Q3 2016 | $3,067,000 | – | 37,424 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON PARTNERS INC/MA | 47,647 | $4,362,000 | 0.80% |
| IMS Capital Management | 5,804 | $531,000 | 0.53% |
| First Capital Advisors Group, LLC. | 5,676 | $520,000 | 0.39% |
| REILLY FINANCIAL ADVISORS, LLC | 12,937 | $1,184,000 | 0.19% |
| Sigma Planning Corp | 20,484 | $1,875,000 | 0.18% |
| Capital Analysts, LLC | 10,686 | $978,364,000 | 0.15% |
| Vantage Investment Advisors, LLC | 4,969 | $455,000 | 0.15% |
| VALLEY NATIONAL ADVISERS INC | 3,278 | $300,000 | 0.11% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 108,087 | $9,895,000 | 0.09% |
| First Heartland Consultants, Inc. | 3,561 | $326,000 | 0.09% |