SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 78 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $672 | +125.5% | 6,794 | +135.8% | 0.14% | +115.4% |
| Q2 2023 | $298 | -100.0% | 2,881 | -52.9% | 0.06% | -73.5% |
| Q1 2022 | $699,000 | -2.4% | 6,123 | +2.1% | 0.24% | +47.6% |
| Q4 2021 | $716,000 | +21.8% | 5,995 | +14.4% | 0.17% | +9.2% |
| Q3 2021 | $588,000 | +9.5% | 5,239 | +9.9% | 0.15% | +7.8% |
| Q2 2021 | $537,000 | +9.4% | 4,769 | +8.3% | 0.14% | +7.6% |
| Q1 2021 | $491,000 | +18.9% | 4,405 | +2.0% | 0.13% | +4.0% |
| Q4 2020 | $413,000 | +36.3% | 4,317 | +7.8% | 0.13% | +1.6% |
| Q3 2020 | $303,000 | +13.9% | 4,004 | +15.0% | 0.12% | 0.0% |
| Q2 2020 | $266,000 | – | 3,481 | – | 0.12% | – |
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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% |