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 2018 | $404,000 | -14.9% | 4,171 | -16.3% | 0.25% | -21.3% |
| Q2 2018 | $475,000 | -47.7% | 4,984 | -51.4% | 0.32% | -40.2% |
| Q1 2018 | $909,000 | -31.3% | 10,245 | -29.3% | 0.53% | -36.9% |
| Q4 2017 | $1,324,000 | -10.4% | 14,492 | -6.1% | 0.84% | -17.7% |
| Q3 2017 | $1,478,000 | +85.0% | 15,431 | +78.3% | 1.02% | +85.6% |
| Q2 2017 | $799,000 | +53.7% | 8,654 | +52.5% | 0.55% | +41.0% |
| Q1 2017 | $520,000 | – | 5,676 | – | 0.39% | – |
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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% |