SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 74 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,617,116 | -2.3% | 16,351 | +2.0% | 0.02% | -4.2% |
Q2 2023 | $1,655,364 | +0.3% | 16,026 | +2.1% | 0.02% | -7.7% |
Q1 2023 | $1,650,103 | +2.4% | 15,696 | +4.9% | 0.03% | -7.1% |
Q4 2022 | $1,611,090 | +2.9% | 14,966 | -5.6% | 0.03% | -9.7% |
Q3 2022 | $1,565,000 | -7.8% | 15,850 | -2.6% | 0.03% | -3.1% |
Q2 2022 | $1,698,000 | -8.9% | 16,280 | -0.3% | 0.03% | +3.2% |
Q1 2022 | $1,864,000 | -23.8% | 16,330 | -20.3% | 0.03% | -20.5% |
Q4 2021 | $2,447,000 | +4.0% | 20,480 | -2.3% | 0.04% | -2.5% |
Q3 2021 | $2,352,000 | +3.5% | 20,960 | +3.8% | 0.04% | +2.6% |
Q2 2021 | $2,273,000 | -5.1% | 20,190 | -6.0% | 0.04% | -23.5% |
Q1 2021 | $2,394,000 | +12.2% | 21,490 | -3.6% | 0.05% | +4.1% |
Q4 2020 | $2,134,000 | +17.2% | 22,300 | -7.2% | 0.05% | +4.3% |
Q3 2020 | $1,821,000 | -7.2% | 24,030 | -6.5% | 0.05% | -16.1% |
Q2 2020 | $1,962,000 | +42.3% | 25,700 | +23.1% | 0.06% | +12.0% |
Q1 2020 | $1,379,000 | -29.6% | 20,869 | +6.6% | 0.05% | -12.3% |
Q4 2019 | $1,959,000 | – | 19,570 | – | 0.06% | – |
Download |
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% |