SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 75 filers reported holding SPDR SER TR in Q2 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% | – |
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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% |