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 ↓ |
|---|---|---|---|
| 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% |