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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Affiance Financial, LLC | 142,412 | $10,870,000 | 5.91% |
| McNaughton Wealth Management, LLC | 61,085 | $4,663,000 | 4.32% |
| IAG Wealth Partners, LLC | 33,876 | $2,586,000 | 1.25% |
| DOHJ, LLC | 16,927 | $1,313,000 | 0.90% |
| PACIFIC SUN FINANCIAL CORP | 10,499 | $801,000 | 0.72% |
| AdvisorNet Financial, Inc | 68,293 | $5,213,000 | 0.42% |
| Clear Creek Financial Management, LLC | 20,351 | $1,553,000 | 0.40% |
| AVANTAX ADVISORY SERVICES, INC. | 140,377 | $10,721,000 | 0.31% |
| Strategic Blueprint, LLC | 9,015 | $688,000 | 0.24% |
| HBW ADVISORY SERVICES LLC | 3,481 | $266,000 | 0.12% |