SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 80 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,147,376 | -37.2% | 11,592 | -34.4% | 0.00% | -33.3% |
| Q2 2023 | $1,825,675 | -33.7% | 17,672 | -32.6% | 0.00% | -40.0% |
| Q1 2023 | $2,754,743 | +1.5% | 26,212 | +4.0% | 0.01% | 0.0% |
| Q4 2022 | $2,714,335 | +41.8% | 25,203 | +30.1% | 0.01% | +25.0% |
| Q3 2022 | $1,914,000 | -28.3% | 19,369 | -24.2% | 0.00% | -33.3% |
| Q2 2022 | $2,668,000 | +105.1% | 25,568 | +107.6% | 0.01% | +100.0% |
| Q1 2022 | $1,301,000 | -18.3% | 12,318 | -7.5% | 0.00% | 0.0% |
| Q4 2021 | $1,592,000 | -1.1% | 13,311 | -7.1% | 0.00% | 0.0% |
| Q3 2021 | $1,609,000 | +4.2% | 14,335 | +4.7% | 0.00% | 0.0% |
| Q2 2021 | $1,544,000 | +12.1% | 13,692 | +11.0% | 0.00% | 0.0% |
| Q1 2021 | $1,377,000 | +4.2% | 12,337 | -10.6% | 0.00% | -25.0% |
| Q4 2020 | $1,321,000 | -2.1% | 13,807 | -22.4% | 0.00% | 0.0% |
| Q3 2020 | $1,350,000 | -20.1% | 17,802 | -19.6% | 0.00% | -33.3% |
| Q2 2020 | $1,690,000 | +31.6% | 22,136 | +13.7% | 0.01% | +20.0% |
| Q1 2020 | $1,284,000 | – | 19,469 | – | 0.01% | – |
Download | ||||||
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% |