SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 74 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $204,000 | -36.2% | 1,789 | -33.2% | 0.03% | -33.3% |
| Q4 2021 | $320,000 | +6.7% | 2,680 | +0.1% | 0.05% | 0.0% |
| Q3 2021 | $300,000 | -1.0% | 2,677 | -0.4% | 0.05% | +2.1% |
| Q2 2021 | $303,000 | -22.7% | 2,687 | -34.4% | 0.05% | -38.2% |
| Q4 2020 | $392,000 | -74.8% | 4,099 | -79.9% | 0.08% | -81.1% |
| Q2 2020 | $1,553,000 | -36.9% | 20,351 | -44.8% | 0.40% | -57.0% |
| Q1 2020 | $2,462,000 | -47.2% | 36,861 | -21.4% | 0.94% | -48.9% |
| Q4 2019 | $4,660,000 | +6.7% | 46,892 | +5.1% | 1.83% | -13.4% |
| Q3 2019 | $4,366,000 | +3.2% | 44,618 | -1.9% | 2.12% | +16.8% |
| Q2 2019 | $4,229,000 | – | 45,472 | – | 1.81% | – |
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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% |