SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 29 filers reported holding SPDR SER TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $466,000 | -0.4% | 4,864 | -4.1% | 0.00% | 0.0% |
| Q2 2017 | $468,000 | +9.1% | 5,070 | +8.1% | 0.00% | 0.0% |
| Q1 2017 | $429,000 | +7.2% | 4,689 | +9.7% | 0.00% | 0.0% |
| Q4 2016 | $400,000 | +9.0% | 4,276 | -4.4% | 0.00% | 0.0% |
| Q3 2016 | $367,000 | +15.4% | 4,475 | +9.6% | 0.00% | 0.0% |
| Q2 2016 | $318,000 | +8.9% | 4,082 | +7.3% | 0.00% | 0.0% |
| Q1 2016 | $292,000 | -9.3% | 3,806 | -11.6% | 0.00% | 0.0% |
| Q4 2015 | $322,000 | -8.3% | 4,306 | -11.9% | 0.00% | -25.0% |
| Q3 2015 | $351,000 | -4.4% | 4,885 | +2.8% | 0.00% | 0.0% |
| Q2 2015 | $367,000 | – | 4,754 | – | 0.00% | – |
Download | ||||||
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% |