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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $406,509 | +0.4% | 4,110 | +4.9% | 0.06% | +1.8% |
| Q2 2023 | $404,718 | +2.9% | 3,918 | +4.7% | 0.06% | +1.9% |
| Q1 2023 | $393,432 | -6.2% | 3,742 | -4.0% | 0.05% | -11.5% |
| Q4 2022 | $419,356 | +11.5% | 3,896 | +2.2% | 0.06% | +3.4% |
| Q3 2022 | $376,000 | -25.1% | 3,812 | -20.8% | 0.06% | -22.4% |
| Q2 2022 | $502,000 | -7.6% | 4,813 | +1.2% | 0.08% | +2.7% |
| Q1 2022 | $543,000 | -6.9% | 4,755 | -2.6% | 0.07% | -5.1% |
| Q4 2021 | $583,000 | +7.0% | 4,881 | +0.5% | 0.08% | -3.7% |
| Q3 2021 | $545,000 | -0.5% | 4,857 | -0.2% | 0.08% | -2.4% |
| Q2 2021 | $548,000 | +9.6% | 4,869 | +8.5% | 0.08% | -1.2% |
| Q1 2021 | $500,000 | +26.9% | 4,486 | +9.0% | 0.08% | +9.1% |
| Q4 2020 | $394,000 | +64.2% | 4,116 | +30.2% | 0.08% | +32.8% |
| Q3 2020 | $240,000 | – | 3,162 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Affiance Financial, LLC | 142,412 | $10,870,000 | 5.91% |
| McNaughton Wealth Management, LLC | 61,085 | $4,663,000 | 4.32% |
| IAG Wealth Partners, LLC | 33,876 | $2,586,000 | 1.25% |
| DOHJ, LLC | 16,927 | $1,313,000 | 0.90% |
| PACIFIC SUN FINANCIAL CORP | 10,499 | $801,000 | 0.72% |
| AdvisorNet Financial, Inc | 68,293 | $5,213,000 | 0.42% |
| Clear Creek Financial Management, LLC | 20,351 | $1,553,000 | 0.40% |
| AVANTAX ADVISORY SERVICES, INC. | 140,377 | $10,721,000 | 0.31% |
| Strategic Blueprint, LLC | 9,015 | $688,000 | 0.24% |
| HBW ADVISORY SERVICES LLC | 3,481 | $266,000 | 0.12% |