SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 75 filers reported holding SPDR SER TR in Q2 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 ↓ |
|---|---|---|---|
| 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% |