SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 84 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $497,058 | -4.1% | 5,026 | +0.1% | 0.01% | 0.0% |
| Q2 2023 | $518,538 | +1.6% | 5,020 | +3.4% | 0.01% | -8.3% |
| Q1 2023 | $510,188 | -3.2% | 4,853 | -0.9% | 0.01% | -20.0% |
| Q4 2022 | $526,950 | +8.6% | 4,895 | -0.3% | 0.02% | -16.7% |
| Q3 2022 | $485,000 | -5.1% | 4,912 | +0.3% | 0.02% | -18.2% |
| Q2 2022 | $511,000 | -1.5% | 4,898 | +7.8% | 0.02% | +10.0% |
| Q1 2022 | $519,000 | -5.1% | 4,543 | -0.7% | 0.02% | +5.3% |
| Q4 2021 | $547,000 | +9.2% | 4,576 | +2.4% | 0.02% | -5.0% |
| Q3 2021 | $501,000 | -6.9% | 4,469 | -6.5% | 0.02% | -9.1% |
| Q2 2021 | $538,000 | -18.1% | 4,782 | -18.9% | 0.02% | -29.0% |
| Q1 2021 | $657,000 | +4.8% | 5,894 | -10.1% | 0.03% | -6.1% |
| Q4 2020 | $627,000 | +31.2% | 6,554 | +3.9% | 0.03% | 0.0% |
| Q3 2020 | $478,000 | +8.6% | 6,305 | +9.4% | 0.03% | +3.1% |
| Q2 2020 | $440,000 | +17.6% | 5,764 | +1.8% | 0.03% | -3.0% |
| Q1 2020 | $374,000 | -23.7% | 5,664 | +15.8% | 0.03% | -15.4% |
| Q4 2019 | $490,000 | +70.1% | 4,893 | +61.6% | 0.04% | +50.0% |
| Q3 2019 | $288,000 | – | 3,028 | – | 0.03% | – |
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% |