Capital Analysts, LLC - SPDR SER TR ownership

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
Capital Analysts, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$913
-12.5%
9,227
-8.7%
0.05%
-12.1%
Q2 2023$1,044
-2.3%
10,111
-0.6%
0.06%
-4.9%
Q1 2023$1,069
+6.6%
10,168
+9.2%
0.06%0.0%
Q4 2022$1,003
-99.9%
9,315
+1.5%
0.06%
-1.6%
Q3 2022$906,000
-3.3%
9,174
+2.1%
0.06%
-4.6%
Q2 2022$937,000
-9.4%
8,988
-0.8%
0.06%0.0%
Q1 2022$1,034,000
-6.6%
9,057
-2.2%
0.06%
-3.0%
Q4 2021$1,107,000
-0.7%
9,262
-6.8%
0.07%
-8.2%
Q3 2021$1,115,000
-19.7%
9,936
-19.4%
0.07%
-21.5%
Q2 2021$1,389,000
-10.2%
12,335
-11.1%
0.09%
-13.1%
Q1 2021$1,546,000
+36.3%
13,880
+17.2%
0.11%
+7.0%
Q4 2020$1,134,000
+44.5%
11,848
+14.4%
0.10%
+33.3%
Q3 2020$785,000
-17.0%
10,355
-16.5%
0.08%
-24.2%
Q2 2020$946,000
+11.4%
12,400
-3.5%
0.10%
-4.8%
Q1 2020$849,000
-46.2%
12,849
-18.5%
0.10%
-33.3%
Q4 2019$1,579,000
+8.0%
15,773
+2.5%
0.16%
+0.6%
Q3 2019$1,462,000
-12.3%
15,386
-14.2%
0.16%
-14.8%
Q2 2019$1,667,000
+3.4%
17,925
+1.7%
0.18%
-2.2%
Q1 2019$1,612,000
+12.8%
17,620
+2.2%
0.19%
-1.1%
Q4 2018$1,429,000
-99.9%
17,246
-49.7%
0.19%
-0.5%
Q3 2018$1,662,941,000
+103124.1%
34,274
+102.6%
0.19%
-1.6%
Q2 2018$1,611,000
+11.3%
16,916
+3.7%
0.19%
+7.3%
Q1 2018$1,448,000
+4.5%
16,309
+7.5%
0.18%
+2.9%
Q4 2017$1,386,000
+3.8%
15,173
+8.9%
0.17%
-2.8%
Q3 2017$1,335,000
-99.9%
13,934
+15.3%
0.18%
+12.6%
Q2 2017$1,115,893,000
+14.1%
12,089
+13.1%
0.16%
+3.2%
Q1 2017$978,364,000
+51230.7%
10,686
-47.6%
0.15%
-53.9%
Q4 2016$1,906,000
-99.8%
20,398
+37.2%
0.33%
+45.9%
Q3 2016$1,218,901,000
+375.2%
14,871
+351.7%
0.23%
+340.4%
Q2 2016$256,512,0003,2920.05%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
McNaughton Wealth Management, LLC 65,366$7,462,0004.86%
IAG Wealth Partners, LLC 24,324$2,777,0000.87%
PACIFIC SUN FINANCIAL CORP 8,756$1,000,0000.55%
COWA, LLC 8,380$957,0000.48%
DOHJ, LLC 7,973$910,0000.44%
Aspire Wealth Management Corp 4,818$550,0000.44%
AdvisorNet Financial, Inc 54,477$6,219,0000.39%
Marshall Financial Group LLC 7,683$877,0000.36%
Insight Advisors, LLC/ PA 8,902$1,016,0000.30%
Bickling Financial Services, Inc. 4,570$522,0000.27%
View complete list of SPDR SER TR shareholders