SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 1 filers reported holding SPDR SER TR in Q4 2023. 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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Affiance Financial, LLC | 142,412 | $10,870,000 | 5.91% |
McNaughton Wealth Management, LLC | 61,085 | $4,663,000 | 4.32% |
IAG Wealth Partners, LLC | 33,876 | $2,586,000 | 1.25% |
DOHJ, LLC | 16,927 | $1,313,000 | 0.90% |
PACIFIC SUN FINANCIAL CORP | 10,499 | $801,000 | 0.72% |
AdvisorNet Financial, Inc | 68,293 | $5,213,000 | 0.42% |
Clear Creek Financial Management, LLC | 20,351 | $1,553,000 | 0.40% |
AVANTAX ADVISORY SERVICES, INC. | 140,377 | $10,721,000 | 0.31% |
Strategic Blueprint, LLC | 9,015 | $688,000 | 0.24% |
HBW ADVISORY SERVICES LLC | 3,481 | $266,000 | 0.12% |