SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 70 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| McNaughton Wealth Management, LLC | 78,042 | $7,718,342 | 5.13% |
| Johnson & White Wealth Management, LLC | 18,334 | $1,813 | 1.64% |
| AdvisorNet Financial, Inc | 62,880 | $6,218,812 | 0.56% |
| IAG Wealth Partners, LLC | 19,408 | $1,919,447 | 0.54% |
| COWA, LLC | 7,991 | $790,342 | 0.53% |
| Grey Fox Wealth Advisors, LLC | 9,737 | $962,978 | 0.48% |
| HF Advisory Group, LLC | 5,728 | $566,582 | 0.42% |
| Congress Wealth Management LLC / DE / | 168,796 | $16,693,944 | 0.34% |
| Marshall Financial Group LLC | 9,391 | $928,770 | 0.34% |
| DOHJ, LLC | 6,141 | $601,034 | 0.27% |