SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 70 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $475,907 | +128.3% | 4,812 | +138.5% | 0.00% | – |
| Q2 2023 | $208,444 | -39.5% | 2,018 | -38.5% | 0.00% | – |
| Q1 2023 | $344,718 | -14.1% | 3,279 | -12.0% | 0.00% | – |
| Q4 2022 | $401,319 | -77.1% | 3,728 | -79.0% | 0.00% | – |
| Q3 2022 | $1,753,000 | +571.6% | 17,753 | +608.7% | 0.00% | – |
| Q2 2022 | $261,000 | -66.4% | 2,505 | -63.1% | 0.00% | – |
| Q1 2022 | $776,000 | +8.7% | 6,796 | +13.7% | 0.00% | – |
| Q4 2021 | $714,000 | -20.2% | 5,978 | -25.1% | 0.00% | – |
| Q3 2021 | $895,000 | +165.6% | 7,980 | +167.0% | 0.00% | – |
| Q2 2021 | $337,000 | +33.2% | 2,989 | +31.4% | 0.00% | – |
| Q1 2021 | $253,000 | -56.7% | 2,275 | -62.7% | 0.00% | – |
| Q4 2020 | $584,000 | -74.7% | 6,102 | -80.0% | 0.00% | – |
| Q3 2020 | $2,307,000 | +200.0% | 30,439 | +202.2% | 0.00% | – |
| Q2 2020 | $769,000 | +181.7% | 10,072 | +250.5% | 0.00% | – |
| Q3 2019 | $273,000 | -41.9% | 2,874 | -44.1% | 0.00% | – |
| Q1 2019 | $470,000 | -86.6% | 5,140 | -86.1% | 0.00% | -100.0% |
| Q2 2018 | $3,510,000 | +673.1% | 36,864 | +621.4% | 0.00% | – |
| Q1 2018 | $454,000 | +91.6% | 5,110 | +97.3% | 0.00% | – |
| Q4 2017 | $237,000 | -78.7% | 2,590 | -77.7% | 0.00% | – |
| Q3 2017 | $1,113,000 | -66.9% | 11,613 | -68.1% | 0.00% | -100.0% |
| Q2 2017 | $3,360,000 | +83.3% | 36,399 | +52.4% | 0.00% | 0.0% |
| Q1 2016 | $1,833,000 | +36.5% | 23,883 | +32.8% | 0.00% | 0.0% |
| Q4 2015 | $1,343,000 | -21.2% | 17,990 | -24.3% | 0.00% | 0.0% |
| Q3 2015 | $1,705,000 | -31.8% | 23,754 | -26.7% | 0.00% | 0.0% |
| Q2 2015 | $2,501,000 | +41.0% | 32,395 | +44.4% | 0.00% | 0.0% |
| Q1 2015 | $1,774,000 | +174.2% | 22,438 | +142.8% | 0.00% | – |
| Q3 2014 | $647,000 | -38.1% | 9,243 | -34.7% | 0.00% | – |
| Q2 2014 | $1,045,000 | -13.5% | 14,154 | -15.3% | 0.00% | -100.0% |
| Q1 2014 | $1,208,000 | +50.6% | 16,720 | +47.8% | 0.00% | – |
| Q4 2013 | $802,000 | -75.1% | 11,315 | -76.8% | 0.00% | -100.0% |
| Q3 2013 | $3,227,000 | +2.9% | 48,780 | -3.0% | 0.00% | 0.0% |
| Q2 2013 | $3,137,000 | – | 50,283 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNaughton Wealth Management, LLC | 65,366 | $7,462,000 | 4.86% |
| IAG Wealth Partners, LLC | 24,324 | $2,777,000 | 0.87% |
| PACIFIC SUN FINANCIAL CORP | 8,756 | $1,000,000 | 0.55% |
| COWA, LLC | 8,380 | $957,000 | 0.48% |
| DOHJ, LLC | 7,973 | $910,000 | 0.44% |
| Aspire Wealth Management Corp | 4,818 | $550,000 | 0.44% |
| AdvisorNet Financial, Inc | 54,477 | $6,219,000 | 0.39% |
| Marshall Financial Group LLC | 7,683 | $877,000 | 0.36% |
| Insight Advisors, LLC/ PA | 8,902 | $1,016,000 | 0.30% |
| Bickling Financial Services, Inc. | 4,570 | $522,000 | 0.27% |