StrategIQ Financial Group, LLC - 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
StrategIQ Financial Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$201,000
-6.1%
1,928
+2.8%
0.02%
+4.3%
Q1 2022$214,000
-2.7%
1,875
+1.9%
0.02%
+4.5%
Q4 2021$220,000
+7.3%
1,840
+0.9%
0.02%
-46.3%
Q3 2021$205,0001,8230.04%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
McNaughton Wealth Management, LLC 73,993$7,642,9154.89%
Johnson & White Wealth Management, LLC 19,496$2,0142.76%
Grey Fox Wealth Advisors, LLC 30,185$3,117,8851.60%
PACIFIC SUN FINANCIAL CORP 8,252$867,5240.58%
COWA, LLC 8,111$837,7960.55%
IAG Wealth Partners, LLC 20,125$2,078,7210.55%
AdvisorNet Financial, Inc 60,930$6,293,5780.54%
HF Advisory Group, LLC 5,993$619,0810.49%
Marshall Financial Group LLC 9,705$1,002,4530.34%
DOHJ, LLC 6,114$631,5250.27%
View complete list of SPDR SER TR shareholders