SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 74 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $290,662 | -3.7% | 2,939 | +0.5% | 0.00% | -50.0% |
| Q2 2023 | $301,933 | -9.2% | 2,923 | -7.6% | 0.00% | +100.0% |
| Q1 2023 | $332,523 | -1.8% | 3,163 | +0.6% | 0.00% | 0.0% |
| Q4 2022 | $338,452 | +19.6% | 3,144 | +9.5% | 0.00% | 0.0% |
| Q3 2022 | $283,000 | -5.0% | 2,870 | +0.5% | 0.00% | 0.0% |
| Q2 2022 | $298,000 | +2.4% | 2,857 | +12.0% | 0.00% | 0.0% |
| Q1 2022 | $291,000 | – | 2,552 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNaughton Wealth Management, LLC | 73,993 | $7,642,915 | 4.89% |
| Johnson & White Wealth Management, LLC | 19,496 | $2,014 | 2.76% |
| Grey Fox Wealth Advisors, LLC | 30,185 | $3,117,885 | 1.60% |
| PACIFIC SUN FINANCIAL CORP | 8,252 | $867,524 | 0.58% |
| COWA, LLC | 8,111 | $837,796 | 0.55% |
| IAG Wealth Partners, LLC | 20,125 | $2,078,721 | 0.55% |
| AdvisorNet Financial, Inc | 60,930 | $6,293,578 | 0.54% |
| HF Advisory Group, LLC | 5,993 | $619,081 | 0.49% |
| Marshall Financial Group LLC | 9,705 | $1,002,453 | 0.34% |
| DOHJ, LLC | 6,114 | $631,525 | 0.27% |