SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 1 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,694 | -4.3% | 98 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $10,125 | -1.7% | 98 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $10,305 | -2.3% | 98 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $10,552 | +5.5% | 98 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $10,000 | 0.0% | 98 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $10,000 | -9.1% | 98 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $11,000 | -8.3% | 98 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $12,000 | +9.1% | 98 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $11,000 | 0.0% | 98 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $11,000 | 0.0% | 98 | 0.0% | 0.00% | -50.0% |
| Q1 2021 | $11,000 | -8.3% | 98 | -26.3% | 0.00% | 0.0% |
| Q4 2020 | $12,000 | +20.0% | 133 | +0.8% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | 0.0% | 132 | +3.1% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | +25.0% | 128 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | -75.8% | 128 | -61.4% | 0.00% | -81.8% |
| Q4 2019 | $33,000 | +3.1% | 332 | 0.0% | 0.01% | -31.2% |
| Q3 2019 | $32,000 | +220.0% | 332 | +196.4% | 0.02% | +166.7% |
| Q2 2019 | $10,000 | – | 112 | – | 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% |