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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Affiance Financial, LLC | 142,412 | $10,870,000 | 5.91% |
| McNaughton Wealth Management, LLC | 61,085 | $4,663,000 | 4.32% |
| IAG Wealth Partners, LLC | 33,876 | $2,586,000 | 1.25% |
| DOHJ, LLC | 16,927 | $1,313,000 | 0.90% |
| PACIFIC SUN FINANCIAL CORP | 10,499 | $801,000 | 0.72% |
| AdvisorNet Financial, Inc | 68,293 | $5,213,000 | 0.42% |
| Clear Creek Financial Management, LLC | 20,351 | $1,553,000 | 0.40% |
| AVANTAX ADVISORY SERVICES, INC. | 140,377 | $10,721,000 | 0.31% |
| Strategic Blueprint, LLC | 9,015 | $688,000 | 0.24% |
| HBW ADVISORY SERVICES LLC | 3,481 | $266,000 | 0.12% |