SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 87 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| APPLETON PARTNERS INC/MA | 47,647 | $4,362,000 | 0.80% |
| IMS Capital Management | 5,804 | $531,000 | 0.53% |
| First Capital Advisors Group, LLC. | 5,676 | $520,000 | 0.39% |
| REILLY FINANCIAL ADVISORS, LLC | 12,937 | $1,184,000 | 0.19% |
| Sigma Planning Corp | 20,484 | $1,875,000 | 0.18% |
| Capital Analysts, LLC | 10,686 | $978,364,000 | 0.15% |
| Vantage Investment Advisors, LLC | 4,969 | $455,000 | 0.15% |
| VALLEY NATIONAL ADVISERS INC | 3,278 | $300,000 | 0.11% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 108,087 | $9,895,000 | 0.09% |
| First Heartland Consultants, Inc. | 3,561 | $326,000 | 0.09% |