SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 70 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,718,342 | +1.0% | 78,042 | +5.5% | 5.13% | +4.9% |
| Q2 2023 | $7,642,915 | +6.6% | 73,993 | +8.5% | 4.89% | +2.8% |
| Q1 2023 | $7,171,683 | -1.4% | 68,218 | +1.0% | 4.76% | -4.3% |
| Q4 2022 | $7,271,973 | +9.8% | 67,552 | +0.7% | 4.97% | +2.3% |
| Q3 2022 | $6,621,000 | -5.1% | 67,056 | +0.2% | 4.86% | -1.5% |
| Q2 2022 | $6,980,000 | -6.5% | 66,930 | +2.4% | 4.94% | +1.7% |
| Q1 2022 | $7,462,000 | -1.0% | 65,366 | +3.7% | 4.86% | -0.5% |
| Q4 2021 | $7,535,000 | +10.8% | 63,052 | +4.0% | 4.88% | +1.5% |
| Q3 2021 | $6,803,000 | -1.8% | 60,638 | -1.5% | 4.81% | -1.0% |
| Q2 2021 | $6,928,000 | +1.9% | 61,534 | +0.8% | 4.86% | -6.7% |
| Q1 2021 | $6,800,000 | +10.4% | 61,026 | -5.2% | 5.21% | +5.7% |
| Q4 2020 | $6,158,000 | +29.3% | 64,355 | +2.4% | 4.93% | +18.3% |
| Q3 2020 | $4,762,000 | +2.1% | 62,855 | +2.9% | 4.17% | -3.5% |
| Q2 2020 | $4,663,000 | +23.6% | 61,085 | +7.0% | 4.32% | +7.2% |
| Q1 2020 | $3,773,000 | -23.9% | 57,083 | +15.4% | 4.03% | -12.7% |
| Q4 2019 | $4,960,000 | – | 49,478 | – | 4.62% | – |
Download | ||||||
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% |