SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 39 filers reported holding SPDR SER TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $1,075,000 | +49.7% | 11,505 | +31.4% | 0.04% | +40.0% |
| Q3 2016 | $718,000 | +39.7% | 8,759 | +32.9% | 0.02% | +38.9% |
| Q2 2016 | $514,000 | +25.7% | 6,590 | +23.5% | 0.02% | +5.9% |
| Q1 2016 | $409,000 | +108.7% | 5,335 | +102.9% | 0.02% | +88.9% |
| Q4 2015 | $196,000 | +18.1% | 2,630 | +13.4% | 0.01% | -30.8% |
| Q3 2015 | $166,000 | +16.1% | 2,319 | +25.5% | 0.01% | +30.0% |
| Q2 2015 | $143,000 | +2.9% | 1,848 | +5.0% | 0.01% | 0.0% |
| Q1 2015 | $139,000 | +10.3% | 1,760 | +9.2% | 0.01% | -28.6% |
| Q4 2014 | $126,000 | +1.6% | 1,611 | -8.7% | 0.01% | -6.7% |
| Q3 2014 | $124,000 | +235.1% | 1,764 | +256.4% | 0.02% | +200.0% |
| Q2 2014 | $37,000 | -52.6% | 495 | -54.7% | 0.01% | -16.7% |
| Q1 2014 | $78,000 | +129.4% | 1,092 | +129.9% | 0.01% | +20.0% |
| Q4 2013 | $34,000 | +9.7% | 475 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $31,000 | +342.9% | 475 | +306.0% | 0.01% | +400.0% |
| Q2 2013 | $7,000 | – | 117 | – | 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% |