Asset Dedication, LLC - SPDR SER TR ownership

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SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 74 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$13
-7.1%
1350.0%0.00%0.0%
Q2 2023$140.0%1350.0%0.00%0.0%
Q1 2023$14
-6.7%
1350.0%0.00%
-50.0%
Q4 2022$15
-99.9%
1350.0%0.00%
+100.0%
Q3 2022$13,000
-7.1%
1350.0%0.00%
-50.0%
Q2 2022$14,000
-6.7%
1350.0%0.00%0.0%
Q1 2022$15,000
-11.8%
1350.0%0.00%0.0%
Q4 2021$17,000
+13.3%
1350.0%0.00%0.0%
Q3 2021$15,0000.0%1350.0%0.00%0.0%
Q2 2021$15,0000.0%1350.0%0.00%
-33.3%
Q1 2021$15,000
+15.4%
1350.0%0.00%0.0%
Q4 2020$13,000
+30.0%
1350.0%0.00%
+50.0%
Q3 2020$10,0000.0%1350.0%0.00%
-33.3%
Q2 2020$10,000
+11.1%
1350.0%0.00%0.0%
Q1 2020$9,000
-35.7%
1350.0%0.00%
-25.0%
Q4 2019$14,000
+7.7%
1350.0%0.00%0.0%
Q3 2019$13,000
+8.3%
1350.0%0.00%0.0%
Q2 2019$12,000
+71.4%
135
+68.8%
0.00%
+100.0%
Q1 2019$7,0000.0%800.0%0.00%
-33.3%
Q4 2018$7,000
-36.4%
80
-27.9%
0.00%
-25.0%
Q3 2018$11,000
+37.5%
111
+38.8%
0.00%
+33.3%
Q2 2018$8,000–80–0.00%–
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Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
McNaughton Wealth Management, LLC 78,042$7,718,3425.13%
Johnson & White Wealth Management, LLC 18,334$1,8131.64%
AdvisorNet Financial, Inc 62,880$6,218,8120.56%
IAG Wealth Partners, LLC 19,408$1,919,4470.54%
COWA, LLC 7,991$790,3420.53%
Grey Fox Wealth Advisors, LLC 9,737$962,9780.48%
HF Advisory Group, LLC 5,728$566,5820.42%
Congress Wealth Management LLC / DE / 168,796$16,693,9440.34%
Marshall Financial Group LLC 9,391$928,7700.34%
DOHJ, LLC 6,141$601,0340.27%
View complete list of SPDR SER TR shareholders