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 2023 | $26,703 | -4.3% | 270 | 0.0% | 0.00% | – |
| Q2 2023 | $27,889 | -1.7% | 270 | 0.0% | 0.00% | – |
| Q1 2023 | $28,385 | -10.6% | 270 | -8.5% | 0.00% | -100.0% |
| Q4 2022 | $31,757 | +27.0% | 295 | +15.7% | 0.00% | – |
| Q3 2022 | $25,000 | -16.7% | 255 | -10.5% | 0.00% | -100.0% |
| Q2 2022 | $30,000 | -9.1% | 285 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $33,000 | +3.1% | 285 | +7.5% | 0.00% | – |
| Q4 2021 | $32,000 | +6.7% | 265 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $30,000 | 0.0% | 265 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $30,000 | -99.9% | 265 | -50.0% | 0.00% | 0.0% |
| Q1 2021 | $59,052,000 | +218611.1% | 530 | +89.3% | 0.00% | 0.0% |
| Q4 2020 | $27,000 | +200.0% | 280 | +124.0% | 0.00% | – |
| Q3 2020 | $9,000 | -10.0% | 125 | 0.0% | 0.00% | – |
| Q2 2020 | $10,000 | +25.0% | 125 | 0.0% | 0.00% | – |
| Q1 2020 | $8,000 | – | 125 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clear Creek Financial Management, LLC | 44,618 | $4,366,000 | 2.12% |
| PACIFIC SUN FINANCIAL CORP | 9,207 | $875,000 | 0.83% |
| AdvisorNet Financial, Inc | 46,863 | $4,455,000 | 0.41% |
| MONECO Advisors, LLC | 5,140 | $489,000 | 0.38% |
| REILLY FINANCIAL ADVISORS, LLC | 22,741 | $2,162,000 | 0.27% |
| PERSONAL CFO SOLUTIONS, LLC | 6,233 | $593,000 | 0.24% |
| Kovack Advisors, Inc. | 9,169 | $872,000 | 0.18% |
| PACIFIC FINANCIAL GROUP INC | 16,711 | $1,554,000 | 0.17% |
| Capital Analysts, LLC | 15,386 | $1,462,000 | 0.16% |
| FLAGSHIP HARBOR ADVISORS, LLC | 6,935 | $659,000 | 0.13% |