SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 70 filers reported holding SPDR SER TR in Q3 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 | 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% |