SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 69 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $6,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $6,000 | +20.0% | 55 | +22.2% | 0.00% | 0.0% |
| Q4 2021 | $5,000 | +400.0% | 45 | +275.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | -50.0% | 12 | -45.5% | 0.00% | -100.0% |
| Q2 2020 | $2,000 | -96.1% | 22 | -97.2% | 0.00% | -95.7% |
| Q1 2020 | $51,000 | -58.9% | 777 | -37.1% | 0.02% | -51.1% |
| Q4 2019 | $124,000 | -18.4% | 1,235 | -22.9% | 0.05% | -30.9% |
| Q3 2019 | $152,000 | +2.0% | 1,601 | 0.0% | 0.07% | +6.2% |
| Q2 2019 | $149,000 | +12.9% | 1,601 | +10.6% | 0.06% | -5.9% |
| Q1 2019 | $132,000 | +34.7% | 1,448 | +22.4% | 0.07% | +6.2% |
| Q4 2018 | $98,000 | -17.6% | 1,183 | -3.7% | 0.06% | -9.9% |
| Q3 2018 | $119,000 | +116.4% | 1,228 | +111.0% | 0.07% | +20.3% |
| Q2 2018 | $55,000 | -41.5% | 582 | -46.2% | 0.06% | -15.7% |
| Q1 2018 | $94,000 | 0.0% | 1,081 | +4.3% | 0.07% | 0.0% |
| Q4 2017 | $94,000 | -2.1% | 1,036 | +4.6% | 0.07% | -18.6% |
| Q3 2017 | $96,000 | +23.1% | 990 | +15.7% | 0.09% | +6.2% |
| Q2 2017 | $78,000 | +39.3% | 856 | +37.4% | 0.08% | +37.3% |
| Q1 2017 | $56,000 | -1.8% | 623 | +0.3% | 0.06% | -24.4% |
| Q4 2016 | $57,000 | – | 621 | – | 0.08% | – |
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% |