SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 80 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $311,000 | -4.3% | 2,720 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $325,000 | +4.8% | 2,720 | -1.1% | 0.02% | -12.5% |
| Q2 2021 | $310,000 | -7.7% | 2,750 | -8.8% | 0.02% | -25.0% |
| Q1 2021 | $336,000 | +13.1% | 3,015 | -2.9% | 0.03% | +3.2% |
| Q4 2020 | $297,000 | -57.9% | 3,105 | -55.9% | 0.03% | -65.2% |
| Q4 2019 | $705,000 | – | 7,044 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNaughton Wealth Management, LLC | 65,366 | $7,462,000 | 4.86% |
| IAG Wealth Partners, LLC | 24,324 | $2,777,000 | 0.87% |
| PACIFIC SUN FINANCIAL CORP | 8,756 | $1,000,000 | 0.55% |
| COWA, LLC | 8,380 | $957,000 | 0.48% |
| DOHJ, LLC | 7,973 | $910,000 | 0.44% |
| Aspire Wealth Management Corp | 4,818 | $550,000 | 0.44% |
| AdvisorNet Financial, Inc | 54,477 | $6,219,000 | 0.39% |
| Marshall Financial Group LLC | 7,683 | $877,000 | 0.36% |
| Insight Advisors, LLC/ PA | 8,902 | $1,016,000 | 0.30% |
| Bickling Financial Services, Inc. | 4,570 | $522,000 | 0.27% |