SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 16 filers reported holding SPDR SER TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $277,000 | 0.0% | 2,770 | -4.9% | 0.06% | -6.8% |
| Q3 2019 | $277,000 | +18.9% | 2,913 | +16.2% | 0.06% | +5.4% |
| Q2 2019 | $233,000 | +1.7% | 2,507 | +0.3% | 0.06% | -12.5% |
| Q1 2019 | $229,000 | +0.9% | 2,500 | -8.7% | 0.06% | -24.7% |
| Q4 2018 | $227,000 | -9.2% | 2,737 | +6.2% | 0.08% | +9.0% |
| Q3 2018 | $250,000 | +2.0% | 2,576 | +0.3% | 0.08% | -9.3% |
| Q2 2018 | $245,000 | -8.6% | 2,569 | -14.8% | 0.09% | +7.5% |
| Q1 2018 | $268,000 | -11.6% | 3,014 | -9.0% | 0.08% | -12.1% |
| Q4 2017 | $303,000 | -2.9% | 3,313 | +1.7% | 0.09% | +19.7% |
| Q3 2017 | $312,000 | -5.5% | 3,258 | -8.9% | 0.08% | -11.6% |
| Q2 2017 | $330,000 | +1.2% | 3,578 | +0.5% | 0.09% | -5.5% |
| Q1 2017 | $326,000 | +4.8% | 3,561 | +7.0% | 0.09% | -3.2% |
| Q4 2016 | $311,000 | +36.4% | 3,328 | +19.8% | 0.09% | +42.4% |
| Q3 2016 | $228,000 | +1.3% | 2,777 | -13.7% | 0.07% | -33.3% |
| Q3 2014 | $225,000 | -5.5% | 3,218 | 0.0% | 0.10% | -8.3% |
| Q2 2014 | $238,000 | -2.1% | 3,218 | -4.5% | 0.11% | -10.0% |
| Q1 2014 | $243,000 | +291.9% | 3,368 | +236.8% | 0.12% | +233.3% |
| Q2 2013 | $62,000 | – | 1,000 | – | 0.04% | – |
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% |