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 | $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% | – |
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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% |