SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 87 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $32,000 | -72.6% | 417 | -72.7% | 0.03% | -71.9% |
| Q2 2020 | $117,000 | +25.8% | 1,527 | 0.0% | 0.11% | -3.4% |
| Q1 2020 | $93,000 | -38.8% | 1,527 | +0.1% | 0.12% | -21.3% |
| Q4 2019 | $152,000 | -45.7% | 1,526 | -49.2% | 0.15% | -48.8% |
| Q2 2019 | $280,000 | -34.4% | 3,006 | -35.5% | 0.29% | -34.0% |
| Q1 2019 | $427,000 | -81.2% | 4,664 | -83.0% | 0.44% | -81.6% |
| Q4 2018 | $2,270,000 | -17.5% | 27,392 | -3.5% | 2.41% | -9.2% |
| Q3 2018 | $2,752,000 | +7.1% | 28,384 | +5.2% | 2.65% | +3.3% |
| Q2 2018 | $2,569,000 | +1.5% | 26,973 | -5.4% | 2.57% | +17.1% |
| Q1 2018 | $2,532,000 | -4.5% | 28,522 | -1.7% | 2.19% | -2.4% |
| Q4 2017 | $2,652,000 | – | 29,028 | – | 2.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON PARTNERS INC/MA | 47,647 | $4,362,000 | 0.80% |
| IMS Capital Management | 5,804 | $531,000 | 0.53% |
| First Capital Advisors Group, LLC. | 5,676 | $520,000 | 0.39% |
| REILLY FINANCIAL ADVISORS, LLC | 12,937 | $1,184,000 | 0.19% |
| Sigma Planning Corp | 20,484 | $1,875,000 | 0.18% |
| Capital Analysts, LLC | 10,686 | $978,364,000 | 0.15% |
| Vantage Investment Advisors, LLC | 4,969 | $455,000 | 0.15% |
| VALLEY NATIONAL ADVISERS INC | 3,278 | $300,000 | 0.11% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 108,087 | $9,895,000 | 0.09% |
| First Heartland Consultants, Inc. | 3,561 | $326,000 | 0.09% |