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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Braun-Bostich & Associates Inc. | 26,973 | $2,569,000 | 2.57% |
| PACIFIC SUN FINANCIAL CORP | 7,800 | $755,000 | 0.78% |
| Ruggie Capital Group | 15,960 | $1,520,000 | 0.77% |
| Arcus Capital Partners, LLC | 13,280 | $1,265,000 | 0.62% |
| First Capital Advisors Group, LLC. | 4,984 | $475,000 | 0.32% |
| REILLY FINANCIAL ADVISORS, LLC | 22,386 | $2,132,000 | 0.30% |
| APPLETON PARTNERS INC/MA | 18,468 | $1,759,000 | 0.25% |
| CENTAURUS FINANCIAL, INC. | 16,678 | $1,589,000 | 0.22% |
| Capital Analysts, LLC | 16,916 | $1,611,000 | 0.19% |
| Sigma Planning Corp | 23,349 | $2,224,000 | 0.15% |