SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 84 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,869 | -4.2% | 29 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $2,996 | -50.9% | 29 | -50.0% | 0.00% | -60.0% |
| Q1 2023 | $6,098 | -2.3% | 58 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $6,244 | +4.1% | 58 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $6,000 | -70.0% | 58 | -69.8% | 0.01% | -66.7% |
| Q2 2022 | $20,000 | -33.3% | 192 | -28.1% | 0.02% | -25.0% |
| Q1 2022 | $30,000 | -6.2% | 267 | 0.0% | 0.02% | -4.8% |
| Q4 2021 | $32,000 | +6.7% | 267 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $30,000 | 0.0% | 267 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $30,000 | 0.0% | 267 | 0.0% | 0.02% | -8.7% |
| Q1 2021 | $30,000 | +15.4% | 267 | 0.0% | 0.02% | +4.5% |
| Q4 2020 | $26,000 | – | 267 | – | 0.02% | – |
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% |