SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 77 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $67,493 | -28.0% | 642 | -26.3% | 0.00% | -33.3% |
| Q4 2022 | $93,763 | -36.2% | 871 | -41.5% | 0.01% | -40.0% |
| Q3 2022 | $147,000 | -12.5% | 1,490 | -7.5% | 0.01% | -9.1% |
| Q2 2022 | $168,000 | -30.9% | 1,611 | -24.4% | 0.01% | -26.7% |
| Q1 2022 | $243,000 | -66.9% | 2,132 | -65.3% | 0.02% | -67.4% |
| Q4 2021 | $734,000 | +1.7% | 6,145 | -4.5% | 0.05% | -6.1% |
| Q3 2021 | $722,000 | -2.4% | 6,436 | -2.1% | 0.05% | -7.5% |
| Q2 2021 | $740,000 | – | 6,572 | – | 0.05% | – |
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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% |