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 | $469,000 | -3.7% | 4,740 | +0.6% | 0.00% | 0.0% |
| Q2 2023 | $487,000 | +107.2% | 4,710 | +86.4% | 0.00% | 0.0% |
| Q2 2019 | $235,000 | +0.9% | 2,527 | -0.4% | 0.00% | -50.0% |
| Q1 2019 | $233,000 | +4.0% | 2,536 | -6.1% | 0.00% | 0.0% |
| Q4 2018 | $224,000 | -40.4% | 2,702 | -30.8% | 0.00% | -33.3% |
| Q3 2018 | $376,000 | +7.7% | 3,907 | +6.1% | 0.00% | 0.0% |
| Q2 2018 | $349,000 | +35.8% | 3,684 | +28.2% | 0.00% | +50.0% |
| Q1 2018 | $257,000 | +15.2% | 2,874 | +19.0% | 0.00% | 0.0% |
| Q4 2017 | $223,000 | +5.7% | 2,416 | +10.2% | 0.00% | 0.0% |
| Q3 2017 | $211,000 | – | 2,192 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clear Creek Financial Management, LLC | 44,618 | $4,366,000 | 2.12% |
| PACIFIC SUN FINANCIAL CORP | 9,207 | $875,000 | 0.83% |
| AdvisorNet Financial, Inc | 46,863 | $4,455,000 | 0.41% |
| MONECO Advisors, LLC | 5,140 | $489,000 | 0.38% |
| REILLY FINANCIAL ADVISORS, LLC | 22,741 | $2,162,000 | 0.27% |
| PERSONAL CFO SOLUTIONS, LLC | 6,233 | $593,000 | 0.24% |
| Kovack Advisors, Inc. | 9,169 | $872,000 | 0.18% |
| PACIFIC FINANCIAL GROUP INC | 16,711 | $1,554,000 | 0.17% |
| Capital Analysts, LLC | 15,386 | $1,462,000 | 0.16% |
| FLAGSHIP HARBOR ADVISORS, LLC | 6,935 | $659,000 | 0.13% |