SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 74 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,081,113 | +11.3% | 41,265 | +16.2% | 0.04% | +8.1% |
| Q2 2023 | $3,668,120 | +10.5% | 35,512 | +12.4% | 0.04% | +2.8% |
| Q1 2023 | $3,321,008 | -1.4% | 31,590 | +0.9% | 0.04% | +20.0% |
| Q4 2022 | $3,369,122 | -99.9% | 31,297 | -50.1% | 0.03% | -9.1% |
| Q3 2022 | $3,097,094,000 | +101544.0% | 62,672 | +114.5% | 0.03% | +6.5% |
| Q2 2022 | $3,047,000 | – | 29,212 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNaughton Wealth Management, LLC | 65,366 | $7,462,000 | 4.86% |
| IAG Wealth Partners, LLC | 24,324 | $2,777,000 | 0.87% |
| PACIFIC SUN FINANCIAL CORP | 8,756 | $1,000,000 | 0.55% |
| COWA, LLC | 8,380 | $957,000 | 0.48% |
| DOHJ, LLC | 7,973 | $910,000 | 0.44% |
| Aspire Wealth Management Corp | 4,818 | $550,000 | 0.44% |
| AdvisorNet Financial, Inc | 54,477 | $6,219,000 | 0.39% |
| Marshall Financial Group LLC | 7,683 | $877,000 | 0.36% |
| Insight Advisors, LLC/ PA | 8,902 | $1,016,000 | 0.30% |
| Bickling Financial Services, Inc. | 4,570 | $522,000 | 0.27% |