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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $7,000 | +16.7% | 95 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -99.7% | 95 | -99.6% | 0.00% | -99.6% |
| Q4 2019 | $2,318,000 | +7.2% | 23,161 | +1.8% | 0.26% | -0.8% |
| Q3 2019 | $2,162,000 | +0.0% | 22,741 | -2.1% | 0.27% | -1.8% |
| Q2 2019 | $2,161,000 | +4.5% | 23,233 | +2.8% | 0.27% | +1.1% |
| Q1 2019 | $2,068,000 | +7.2% | 22,600 | -2.9% | 0.27% | -4.6% |
| Q4 2018 | $1,930,000 | -10.5% | 23,281 | +4.7% | 0.28% | -1.7% |
| Q3 2018 | $2,156,000 | +1.1% | 22,239 | -0.7% | 0.29% | -5.3% |
| Q2 2018 | $2,132,000 | +27.2% | 22,386 | +18.6% | 0.30% | +29.1% |
| Q1 2018 | $1,676,000 | +9.7% | 18,879 | +12.9% | 0.23% | +7.8% |
| Q4 2017 | $1,528,000 | +7.5% | 16,729 | +12.7% | 0.22% | +1.9% |
| Q3 2017 | $1,422,000 | +7.8% | 14,850 | +3.9% | 0.21% | +5.4% |
| Q2 2017 | $1,319,000 | +11.4% | 14,287 | +10.4% | 0.20% | +5.8% |
| Q1 2017 | $1,184,000 | +10.2% | 12,937 | +12.6% | 0.19% | +2.7% |
| Q4 2016 | $1,074,000 | – | 11,492 | – | 0.19% | – |
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% |