McNaughton Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 72 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
McNaughton Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
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$4,960,00049,4784.62%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
Clear Creek Financial Management, LLC 44,618$4,366,0002.12%
PACIFIC SUN FINANCIAL CORP 9,207$875,0000.83%
AdvisorNet Financial, Inc 46,863$4,455,0000.41%
MONECO Advisors, LLC 5,140$489,0000.38%
REILLY FINANCIAL ADVISORS, LLC 22,741$2,162,0000.27%
PERSONAL CFO SOLUTIONS, LLC 6,233$593,0000.24%
Kovack Advisors, Inc. 9,169$872,0000.18%
PACIFIC FINANCIAL GROUP INC 16,711$1,554,0000.17%
Capital Analysts, LLC 15,386$1,462,0000.16%
FLAGSHIP HARBOR ADVISORS, LLC 6,935$659,0000.13%
View complete list of SPDR SER TR shareholders