SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 80 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $465,826 | -33.6% | 4,710 | -29.6% | 0.00% | -33.3% |
| Q2 2023 | $702,004 | +29.0% | 6,688 | +29.2% | 0.01% | +20.0% |
| Q1 2023 | $544,052 | +18.5% | 5,175 | +11.2% | 0.01% | 0.0% |
| Q3 2022 | $459,000 | -2.5% | 4,654 | +3.1% | 0.01% | +25.0% |
| Q2 2022 | $471,000 | -5.4% | 4,514 | +3.4% | 0.00% | 0.0% |
| Q1 2022 | $498,000 | +0.4% | 4,366 | +5.2% | 0.00% | 0.0% |
| Q4 2021 | $496,000 | +14.8% | 4,152 | +7.7% | 0.00% | +33.3% |
| Q3 2021 | $432,000 | +3.8% | 3,854 | +4.4% | 0.00% | -25.0% |
| Q2 2021 | $416,000 | +29.2% | 3,693 | +27.9% | 0.00% | +33.3% |
| Q1 2021 | $322,000 | +20.1% | 2,887 | +2.9% | 0.00% | 0.0% |
| Q4 2020 | $268,000 | +30.1% | 2,805 | +3.2% | 0.00% | 0.0% |
| Q3 2020 | $206,000 | +22.6% | 2,717 | +23.6% | 0.00% | +50.0% |
| Q2 2020 | $168,000 | – | 2,198 | – | 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% |