SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 81 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clear Creek Financial Management, LLC | 44,618 | $4,366,000 | 2.12% |
| PACIFIC SUN FINANCIAL CORP | 9,207 | $875,000 | 0.83% |
| AdvisorNet Financial, Inc | 46,863 | $4,455,000 | 0.41% |
| MONECO Advisors, LLC | 5,140 | $489,000 | 0.38% |
| REILLY FINANCIAL ADVISORS, LLC | 22,741 | $2,162,000 | 0.27% |
| PERSONAL CFO SOLUTIONS, LLC | 6,233 | $593,000 | 0.24% |
| Kovack Advisors, Inc. | 9,169 | $872,000 | 0.18% |
| PACIFIC FINANCIAL GROUP INC | 16,711 | $1,554,000 | 0.17% |
| Capital Analysts, LLC | 15,386 | $1,462,000 | 0.16% |
| FLAGSHIP HARBOR ADVISORS, LLC | 6,935 | $659,000 | 0.13% |