SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 74 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $59,934 | -49.9% | 606 | -50.0% | 0.00% | 0.0% |
| Q2 2023 | $119,656 | +109.7% | 1,212 | +100.0% | 0.00% | +50.0% |
| Q1 2023 | $57,061 | -62.5% | 606 | -62.5% | 0.00% | -50.0% |
| Q3 2022 | $152,000 | – | 1,616 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q3 2020 | $6,000 | -33.3% | 84 | -25.7% | 0.00% | -100.0% |
| Q2 2020 | $9,000 | +12.5% | 113 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | 0.0% | 113 | +36.1% | 0.00% | 0.0% |
| Q4 2019 | $8,000 | 0.0% | 83 | -5.7% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | -20.0% | 88 | -20.7% | 0.00% | 0.0% |
| Q1 2019 | $10,000 | -81.5% | 111 | -83.0% | 0.00% | -66.7% |
| Q4 2018 | $54,000 | +8.0% | 653 | +27.0% | 0.00% | +50.0% |
| Q3 2018 | $50,000 | +2.0% | 514 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $49,000 | -31.0% | 514 | -33.8% | 0.00% | -33.3% |
| Q1 2018 | $71,000 | 0.0% | 777 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $71,000 | -24.5% | 777 | -20.5% | 0.00% | -25.0% |
| Q3 2017 | $94,000 | +118.6% | 977 | +111.0% | 0.00% | +100.0% |
| Q2 2017 | $43,000 | +2.4% | 463 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $42,000 | -2.3% | 463 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $43,000 | +13.2% | 463 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $38,000 | +5.6% | 463 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $36,000 | +260.0% | 463 | +317.1% | 0.00% | +100.0% |
| Q1 2016 | $10,000 | -33.3% | 111 | -44.5% | 0.00% | 0.0% |
| Q4 2015 | $15,000 | – | 200 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNaughton Wealth Management, LLC | 65,366 | $7,462,000 | 4.86% |
| IAG Wealth Partners, LLC | 24,324 | $2,777,000 | 0.87% |
| PACIFIC SUN FINANCIAL CORP | 8,756 | $1,000,000 | 0.55% |
| COWA, LLC | 8,380 | $957,000 | 0.48% |
| DOHJ, LLC | 7,973 | $910,000 | 0.44% |
| Aspire Wealth Management Corp | 4,818 | $550,000 | 0.44% |
| AdvisorNet Financial, Inc | 54,477 | $6,219,000 | 0.39% |
| Marshall Financial Group LLC | 7,683 | $877,000 | 0.36% |
| Insight Advisors, LLC/ PA | 8,902 | $1,016,000 | 0.30% |
| Bickling Financial Services, Inc. | 4,570 | $522,000 | 0.27% |