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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $285,000 | -4.7% | 2,500 | 0.0% | 0.06% | 0.0% |
| Q4 2021 | $299,000 | +6.8% | 2,500 | 0.0% | 0.06% | -1.8% |
| Q3 2021 | $280,000 | -0.4% | 2,500 | 0.0% | 0.06% | -1.7% |
| Q2 2021 | $281,000 | +0.7% | 2,500 | 0.0% | 0.06% | -3.3% |
| Q1 2021 | $279,000 | +16.7% | 2,500 | 0.0% | 0.06% | +1.7% |
| Q4 2020 | $239,000 | -31.7% | 2,500 | -52.8% | 0.06% | -53.2% |
| Q1 2020 | $350,000 | -40.8% | 5,300 | -10.3% | 0.13% | -25.4% |
| Q4 2019 | $591,000 | -0.3% | 5,910 | -5.2% | 0.17% | -28.4% |
| Q3 2019 | $593,000 | – | 6,233 | – | 0.24% | – |
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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% |