SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 42 filers reported holding SPDR SER TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $962 | +23.5% | 8,742 | +25.7% | 0.00% | +33.3% |
| Q1 2024 | $779 | -9.3% | 6,952 | -8.9% | 0.00% | -25.0% |
| Q4 2023 | $859 | +32.0% | 7,630 | +16.0% | 0.00% | +33.3% |
| Q3 2023 | $651 | -4.5% | 6,580 | -0.4% | 0.00% | 0.0% |
| Q2 2023 | $682 | +46.4% | 6,606 | +49.2% | 0.00% | +50.0% |
| Q1 2023 | $466 | -5.7% | 4,428 | -3.5% | 0.00% | -33.3% |
| Q4 2022 | $494 | -99.8% | 4,589 | +45.4% | 0.00% | +50.0% |
| Q3 2022 | $312,000 | -6.3% | 3,157 | -1.1% | 0.00% | 0.0% |
| Q2 2022 | $333,000 | +24.3% | 3,191 | +36.1% | 0.00% | +100.0% |
| Q1 2022 | $268,000 | -17.8% | 2,345 | -14.1% | 0.00% | 0.0% |
| Q4 2021 | $326,000 | +9.4% | 2,729 | +2.8% | 0.00% | 0.0% |
| Q3 2021 | $298,000 | +3.8% | 2,655 | +4.2% | 0.00% | 0.0% |
| Q2 2021 | $287,000 | +31.1% | 2,548 | +29.3% | 0.00% | 0.0% |
| Q1 2021 | $219,000 | +7.9% | 1,970 | -7.1% | 0.00% | 0.0% |
| Q4 2020 | $203,000 | -62.3% | 2,121 | -70.2% | 0.00% | -75.0% |
| Q3 2020 | $539,000 | -78.2% | 7,115 | -78.0% | 0.00% | -78.9% |
| Q2 2020 | $2,469,000 | -22.4% | 32,341 | -32.8% | 0.02% | -38.7% |
| Q1 2020 | $3,180,000 | -35.5% | 48,123 | -2.3% | 0.03% | -18.4% |
| Q4 2019 | $4,932,000 | +29.7% | 49,279 | +23.2% | 0.04% | +15.2% |
| Q3 2019 | $3,804,000 | -12.9% | 40,014 | -14.8% | 0.03% | -17.5% |
| Q2 2019 | $4,367,000 | +142.7% | 46,942 | +138.7% | 0.04% | +135.3% |
| Q1 2019 | $1,799,000 | +96.0% | 19,665 | +77.4% | 0.02% | +70.0% |
| Q4 2018 | $918,000 | -15.2% | 11,082 | -0.8% | 0.01% | 0.0% |
| Q3 2018 | $1,083,000 | +24.9% | 11,176 | +22.7% | 0.01% | +11.1% |
| Q2 2018 | $867,000 | +23.5% | 9,107 | +15.2% | 0.01% | +12.5% |
| Q1 2018 | $702,000 | +9.3% | 7,904 | +12.4% | 0.01% | 0.0% |
| Q4 2017 | $642,000 | -0.6% | 7,033 | +4.3% | 0.01% | -11.1% |
| Q3 2017 | $646,000 | -14.3% | 6,746 | -17.4% | 0.01% | -18.2% |
| Q2 2017 | $754,000 | +58.1% | 8,170 | +56.8% | 0.01% | +37.5% |
| Q1 2017 | $477,000 | +32.5% | 5,209 | +35.0% | 0.01% | +14.3% |
| Q4 2016 | $360,000 | – | 3,858 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Capital Advisors Group, LLC. | 15,431 | $1,478,000 | 1.02% |
| APPLETON PARTNERS INC/MA | 57,699 | $5,526,000 | 0.93% |
| IMS Capital Management | 5,304 | $508,000 | 0.33% |
| REILLY FINANCIAL ADVISORS, LLC | 14,850 | $1,422,000 | 0.21% |
| Capital Analysts, LLC | 13,934 | $1,335,000 | 0.18% |
| Sigma Planning Corp | 20,646 | $1,978,000 | 0.16% |
| VALLEY NATIONAL ADVISERS INC | 3,185 | $305,000 | 0.10% |
| Patriot Financial Group Insurance Agency, LLC | 990 | $96,000 | 0.09% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 103,442 | $9,908,000 | 0.08% |
| First Heartland Consultants, Inc. | 3,258 | $312,000 | 0.08% |