SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 80 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,165 | -75.4% | 50 | -75.0% | 0.00% | -66.7% |
| Q1 2023 | $21,026 | -8.6% | 200 | 0.0% | 0.00% | -25.0% |
| Q2 2021 | $23,000 | +4.5% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $22,000 | +46.7% | 200 | 0.0% | 0.00% | -20.0% |
| Q3 2020 | $15,000 | 0.0% | 200 | 0.0% | 0.01% | -28.6% |
| Q2 2020 | $15,000 | 0.0% | 200 | -11.1% | 0.01% | -22.2% |
| Q1 2020 | $15,000 | -34.8% | 225 | 0.0% | 0.01% | -18.2% |
| Q4 2019 | $23,000 | +9.5% | 225 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $21,000 | 0.0% | 225 | 0.0% | 0.01% | -8.3% |
| Q1 2019 | $21,000 | -4.5% | 225 | -13.5% | 0.01% | -20.0% |
| Q4 2018 | $22,000 | -12.0% | 260 | 0.0% | 0.02% | +7.1% |
| Q3 2018 | $25,000 | 0.0% | 260 | 0.0% | 0.01% | -6.7% |
| Q2 2018 | $25,000 | +8.7% | 260 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $23,000 | – | 260 | – | 0.02% | – |
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% |