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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $100 | +525.0% | 971 | +547.3% | 0.00% | – |
| Q1 2023 | $16 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q4 2022 | $16 | -99.9% | 150 | 0.0% | 0.00% | – |
| Q3 2022 | $15,000 | -6.2% | 150 | 0.0% | 0.00% | – |
| Q2 2022 | $16,000 | -5.9% | 150 | 0.0% | 0.00% | – |
| Q1 2022 | $17,000 | -5.6% | 150 | 0.0% | 0.00% | – |
| Q4 2021 | $18,000 | -90.5% | 150 | -93.5% | 0.00% | -100.0% |
| Q4 2018 | $190,000 | -31.7% | 2,295 | -19.8% | 0.01% | -28.6% |
| Q3 2018 | $278,000 | +4533.3% | 2,863 | +4110.3% | 0.01% | – |
| Q2 2018 | $6,000 | – | 68 | – | 0.00% | – |
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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% |