UBS Group AG - SPDR SER TR ownership

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
UBS Group AG ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$908,891
-11.0%
9,190
-7.1%
0.00%
Q2 2023$1,021,764
-14.1%
9,892
-12.6%
0.00%
Q1 2023$1,189,955
+5.0%
11,319
+7.5%
0.00%
Q4 2022$1,133,124
+403.6%
10,526
+362.1%
0.00%
Q3 2022$225,000
+16.6%
2,278
+23.3%
0.00%
Q2 2022$193,000
-11.5%
1,847
-3.3%
0.00%
Q1 2022$218,0000.0%1,910
+4.6%
0.00%
Q4 2021$218,000
-55.5%
1,826
-58.2%
0.00%
Q3 2021$490,000
-5.0%
4,371
-4.5%
0.00%
Q2 2021$516,000
+12.2%
4,579
+10.9%
0.00%
Q1 2021$460,000
+25.7%
4,129
+7.8%
0.00%
Q4 2020$366,000
+21.2%
3,829
-4.0%
0.00%
Q3 2020$302,000
-81.2%
3,987
-81.0%
0.00%
-100.0%
Q2 2020$1,605,000
+1.0%
21,023
-12.6%
0.00%0.0%
Q1 2020$1,589,000
-53.5%
24,044
-29.5%
0.00%0.0%
Q4 2019$3,415,000
-21.2%
34,120
-25.1%
0.00%
-50.0%
Q3 2019$4,332,000
+8.8%
45,567
+6.4%
0.00%0.0%
Q2 2019$3,982,000
+23.1%
42,813
+21.0%
0.00%
+100.0%
Q1 2019$3,236,000
+73.8%
35,372
+57.4%
0.00%0.0%
Q4 2018$1,862,000
-20.7%
22,467
-7.2%
0.00%0.0%
Q3 2018$2,348,000
-79.5%
24,216
-79.8%
0.00%
-80.0%
Q2 2018$11,443,000
+8.0%
120,137
+0.6%
0.01%0.0%
Q1 2018$10,597,000
-4.2%
119,378
-1.4%
0.01%0.0%
Q4 2017$11,058,000
-6.8%
121,047
-2.3%
0.01%0.0%
Q3 2017$11,868,000
+2.5%
123,914
-1.2%
0.01%
-16.7%
Q2 2017$11,573,000
+0.5%
125,382
-0.3%
0.01%0.0%
Q1 2017$11,514,000
+0.2%
125,764
+2.3%
0.01%0.0%
Q4 2016$11,487,000
+12.1%
122,943
-1.6%
0.01%0.0%
Q3 2016$10,245,000
+9.2%
124,993
+3.8%
0.01%0.0%
Q2 2016$9,386,000
+5.4%
120,455
+3.8%
0.01%0.0%
Q1 2016$8,909,000
+59293.3%
116,091
+57945.5%
0.01%
Q4 2015$15,0002000.00%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
McNaughton Wealth Management, LLC 78,042$7,718,3425.13%
Johnson & White Wealth Management, LLC 18,334$1,8131.64%
AdvisorNet Financial, Inc 62,880$6,218,8120.56%
IAG Wealth Partners, LLC 19,408$1,919,4470.54%
COWA, LLC 7,991$790,3420.53%
Grey Fox Wealth Advisors, LLC 9,737$962,9780.48%
HF Advisory Group, LLC 5,728$566,5820.42%
Congress Wealth Management LLC / DE / 168,796$16,693,9440.34%
Marshall Financial Group LLC 9,391$928,7700.34%
DOHJ, LLC 6,141$601,0340.27%
View complete list of SPDR SER TR shareholders