SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 72 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $616,000 | +7.7% | 6,243 | +13.9% | 0.01% | -23.1% |
| Q2 2022 | $572,000 | -32.1% | 5,483 | -22.2% | 0.01% | -13.3% |
| Q4 2021 | $842,000 | -2.9% | 7,048 | -8.8% | 0.02% | -31.8% |
| Q3 2021 | $867,000 | +5.0% | 7,726 | +5.3% | 0.02% | +4.8% |
| Q2 2021 | $826,000 | +211.7% | 7,340 | +208.1% | 0.02% | +425.0% |
| Q1 2021 | $265,000 | -63.8% | 2,382 | -68.9% | 0.00% | -81.8% |
| Q4 2020 | $732,000 | +17.7% | 7,652 | -6.8% | 0.02% | +214.3% |
| Q3 2020 | $622,000 | +4.5% | 8,210 | +5.4% | 0.01% | -70.8% |
| Q2 2020 | $595,000 | +59400.0% | 7,792 | +59838.5% | 0.02% | – |
| Q1 2017 | $1,000 | – | 13 | +160.0% | 0.00% | – |
| Q3 2016 | $0 | -100.0% | 5 | -95.0% | 0.00% | -100.0% |
| Q4 2015 | $7,000 | +250.0% | 100 | +270.4% | 0.00% | – |
| Q3 2015 | $2,000 | 0.0% | 27 | +42.1% | 0.00% | – |
| Q1 2015 | $2,000 | – | 19 | – | 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% |