SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 74 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $814,901 | +1.2% | 8,241 | +5.7% | 0.01% | -23.1% |
| Q2 2023 | $805,552 | +0.2% | 7,800 | +2.0% | 0.01% | -7.1% |
| Q1 2023 | $804,300 | +3.4% | 7,650 | +5.8% | 0.01% | -6.7% |
| Q4 2022 | $778,064 | +16.3% | 7,228 | +6.5% | 0.02% | 0.0% |
| Q3 2022 | $669,000 | -8.6% | 6,788 | -3.0% | 0.02% | 0.0% |
| Q2 2022 | $732,000 | -38.4% | 6,996 | -32.7% | 0.02% | -6.2% |
| Q1 2022 | $1,188,000 | +25.4% | 10,402 | +31.3% | 0.02% | -36.0% |
| Q4 2021 | $947,000 | +22.4% | 7,922 | +14.9% | 0.02% | +31.6% |
| Q3 2021 | $774,000 | -9.0% | 6,895 | -8.7% | 0.02% | -36.7% |
| Q2 2021 | $851,000 | +2.8% | 7,556 | +1.8% | 0.03% | -41.2% |
| Q1 2021 | $828,000 | +42.8% | 7,419 | +22.0% | 0.05% | +27.5% |
| Q4 2020 | $580,000 | +62.9% | 6,079 | +29.3% | 0.04% | +17.6% |
| Q3 2020 | $356,000 | +10.9% | 4,700 | +11.0% | 0.03% | +6.2% |
| Q2 2020 | $321,000 | – | 4,236 | – | 0.03% | – |
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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% |