SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 72 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,218,812 | -1.2% | 62,880 | +3.2% | 0.56% | +5.0% |
| Q2 2023 | $6,293,578 | +2.6% | 60,930 | +4.5% | 0.54% | -4.1% |
| Q1 2023 | $6,131,355 | +1.2% | 58,322 | +3.6% | 0.56% | -5.9% |
| Q4 2022 | $6,061,269 | +11.7% | 56,305 | +2.5% | 0.60% | +10.0% |
| Q3 2022 | $5,426,000 | -3.9% | 54,955 | +1.5% | 0.54% | -2.2% |
| Q2 2022 | $5,644,000 | -9.2% | 54,119 | -0.7% | 0.55% | +42.4% |
| Q1 2022 | $6,219,000 | -2.3% | 54,477 | +2.2% | 0.39% | -0.8% |
| Q4 2021 | $6,367,000 | +7.0% | 53,283 | +0.4% | 0.39% | -5.3% |
| Q3 2021 | $5,952,000 | +0.2% | 53,048 | +0.6% | 0.41% | +5.1% |
| Q2 2021 | $5,938,000 | +2.1% | 52,743 | +1.0% | 0.39% | -4.8% |
| Q1 2021 | $5,817,000 | -16.7% | 52,207 | -28.4% | 0.41% | -26.6% |
| Q4 2020 | $6,982,000 | +28.4% | 72,962 | +1.7% | 0.56% | +21.0% |
| Q3 2020 | $5,437,000 | +4.3% | 71,758 | +5.1% | 0.47% | +11.0% |
| Q2 2020 | $5,213,000 | +6.9% | 68,293 | -7.5% | 0.42% | -6.7% |
| Q1 2020 | $4,878,000 | -9.7% | 73,802 | +36.8% | 0.45% | -1.7% |
| Q4 2019 | $5,401,000 | +21.2% | 53,962 | +15.1% | 0.46% | +11.7% |
| Q3 2019 | $4,455,000 | +89000.0% | 46,863 | +86683.3% | 0.41% | +40900.0% |
| Q2 2019 | $5,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | +25.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | -20.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $5,000 | -54.5% | 54 | -55.0% | 0.00% | 0.0% |
| Q2 2018 | $11,000 | – | 120 | – | 0.00% | – |
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% |