SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 52 filers reported holding SPDR SER TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $408,000 | +65.2% | 4,063 | +57.2% | 0.00% | +50.0% |
| Q3 2019 | $247,000 | -13.0% | 2,584 | -15.1% | 0.00% | 0.0% |
| Q2 2019 | $284,000 | +8.4% | 3,045 | +6.1% | 0.00% | 0.0% |
| Q1 2019 | $262,000 | -17.4% | 2,870 | -24.7% | 0.00% | -33.3% |
| Q4 2018 | $317,000 | +112.8% | 3,810 | +148.0% | 0.00% | +50.0% |
| Q3 2018 | $149,000 | +520.8% | 1,536 | +509.5% | 0.00% | – |
| Q2 2018 | $24,000 | +9.1% | 252 | +0.4% | 0.00% | – |
| Q1 2018 | $22,000 | -4.3% | 251 | +0.4% | 0.00% | – |
| Q4 2017 | $23,000 | -4.2% | 250 | 0.0% | 0.00% | – |
| Q3 2017 | $24,000 | -68.4% | 250 | -69.3% | 0.00% | -100.0% |
| Q2 2017 | $76,000 | -85.9% | 815 | -86.1% | 0.00% | -90.9% |
| Q1 2017 | $538,000 | -5.6% | 5,881 | -3.6% | 0.01% | -15.4% |
| Q4 2016 | $570,000 | +84.5% | 6,098 | +61.8% | 0.01% | +85.7% |
| Q3 2016 | $309,000 | +23.6% | 3,769 | +17.2% | 0.01% | 0.0% |
| Q2 2016 | $250,000 | – | 3,216 | – | 0.01% | – |
Download | ||||||
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% |