SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 57 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
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% | – |
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% |