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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $258,128 | -39.9% | 2,499 | -38.9% | 0.00% | – |
| Q1 2023 | $429,662 | -8.2% | 4,087 | -13.8% | 0.00% | – |
| Q3 2022 | $468,000 | +117.7% | 4,744 | +130.4% | 0.00% | – |
| Q2 2022 | $215,000 | -78.9% | 2,059 | -75.8% | 0.00% | – |
| Q4 2021 | $1,017,000 | +44.7% | 8,512 | -7.6% | 0.00% | – |
| Q2 2020 | $703,000 | +186.9% | 9,214 | +148.6% | 0.00% | – |
| Q1 2020 | $245,000 | -26.0% | 3,707 | +12.1% | 0.00% | – |
| Q4 2019 | $331,000 | -85.1% | 3,308 | -86.3% | 0.00% | -100.0% |
| Q1 2019 | $2,217,000 | +36.1% | 24,234 | +32.1% | 0.00% | 0.0% |
| Q1 2018 | $1,629,000 | -81.5% | 18,352 | -80.9% | 0.00% | -87.5% |
| Q1 2017 | $8,800,000 | +193.8% | 96,124 | +199.9% | 0.01% | +166.7% |
| Q4 2016 | $2,995,000 | +278.2% | 32,056 | +190.4% | 0.00% | +200.0% |
| Q3 2015 | $792,000 | – | 11,039 | – | 0.00% | – |
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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% |