SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 77 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $201,427 | -66.0% | 1,916 | -65.1% | 0.00% | -100.0% |
| Q4 2022 | $591,644 | +177.8% | 5,496 | +194.5% | 0.00% | – |
| Q1 2022 | $213,000 | -15.5% | 1,866 | -11.7% | 0.00% | – |
| Q4 2021 | $252,000 | +6.3% | 2,113 | 0.0% | 0.00% | – |
| Q3 2021 | $237,000 | -10.2% | 2,113 | -9.7% | 0.00% | -100.0% |
| Q2 2021 | $264,000 | +7.3% | 2,341 | +6.0% | 0.00% | 0.0% |
| Q1 2021 | $246,000 | +16.6% | 2,209 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $211,000 | -10.2% | 2,209 | -28.7% | 0.00% | 0.0% |
| Q3 2020 | $235,000 | -57.8% | 3,099 | -57.6% | 0.00% | -50.0% |
| Q2 2020 | $557,000 | -72.6% | 7,302 | -76.2% | 0.00% | -77.8% |
| Q1 2020 | $2,031,000 | +137.0% | 30,730 | +259.0% | 0.01% | +200.0% |
| Q4 2019 | $857,000 | +118.6% | 8,561 | +109.4% | 0.00% | 0.0% |
| Q3 2017 | $392,000 | -81.1% | 4,089 | -81.8% | 0.00% | -78.6% |
| Q2 2017 | $2,070,000 | +0.5% | 22,426 | -0.3% | 0.01% | -12.5% |
| Q1 2017 | $2,059,000 | +14.6% | 22,489 | +17.0% | 0.02% | +6.7% |
| Q4 2016 | $1,796,000 | +71.7% | 19,226 | +50.7% | 0.02% | +66.7% |
| Q3 2016 | $1,046,000 | – | 12,760 | – | 0.01% | – |
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% |