SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 80 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,919,447 | -7.7% | 19,408 | -3.6% | 0.54% | -2.6% |
| Q2 2023 | $2,078,721 | -7.4% | 20,125 | -5.8% | 0.55% | -11.9% |
| Q1 2023 | $2,245,718 | -5.7% | 21,362 | -3.4% | 0.62% | -11.1% |
| Q4 2022 | $2,380,805 | +6.9% | 22,116 | -2.0% | 0.70% | -5.3% |
| Q3 2022 | $2,227,000 | -8.0% | 22,556 | -2.8% | 0.74% | -6.6% |
| Q2 2022 | $2,420,000 | -12.9% | 23,200 | -4.6% | 0.79% | -9.4% |
| Q1 2022 | $2,777,000 | -8.0% | 24,324 | -3.7% | 0.87% | -9.6% |
| Q4 2021 | $3,017,000 | -21.8% | 25,251 | -26.6% | 0.97% | -29.6% |
| Q3 2021 | $3,859,000 | +1.3% | 34,394 | +1.6% | 1.37% | +0.4% |
| Q2 2021 | $3,811,000 | -3.4% | 33,847 | -4.4% | 1.37% | -9.1% |
| Q1 2021 | $3,947,000 | +12.8% | 35,418 | -3.1% | 1.50% | +5.3% |
| Q4 2020 | $3,499,000 | +26.3% | 36,559 | +0.0% | 1.43% | +11.8% |
| Q3 2020 | $2,770,000 | +7.1% | 36,556 | +7.9% | 1.28% | +2.0% |
| Q2 2020 | $2,586,000 | +52.4% | 33,876 | +32.0% | 1.25% | +10.7% |
| Q1 2020 | $1,697,000 | +49.3% | 25,663 | +126.1% | 1.13% | +52.4% |
| Q4 2019 | $1,137,000 | – | 11,352 | – | 0.74% | – |
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% |