SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 81 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $928,770 | -7.4% | 9,391 | -3.2% | 0.34% | -2.0% |
| Q2 2023 | $1,002,453 | +5.6% | 9,705 | +7.4% | 0.34% | +0.3% |
| Q1 2023 | $949,629 | -0.9% | 9,033 | +1.5% | 0.34% | -8.3% |
| Q4 2022 | $957,977 | +23.1% | 8,899 | +12.9% | 0.37% | +13.1% |
| Q3 2022 | $778,000 | -5.6% | 7,882 | -0.2% | 0.33% | 0.0% |
| Q2 2022 | $824,000 | -6.0% | 7,898 | +2.8% | 0.33% | -8.4% |
| Q1 2022 | $877,000 | -3.3% | 7,683 | +1.2% | 0.36% | +7.5% |
| Q4 2021 | $907,000 | +8.6% | 7,591 | +2.0% | 0.33% | -22.7% |
| Q3 2021 | $835,000 | +4.0% | 7,441 | +4.3% | 0.43% | -0.5% |
| Q2 2021 | $803,000 | +5.4% | 7,132 | +4.3% | 0.43% | -4.6% |
| Q1 2021 | $762,000 | +17.6% | 6,836 | +0.9% | 0.46% | +7.6% |
| Q4 2020 | $648,000 | – | 6,775 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clear Creek Financial Management, LLC | 44,618 | $4,366,000 | 2.12% |
| PACIFIC SUN FINANCIAL CORP | 9,207 | $875,000 | 0.83% |
| AdvisorNet Financial, Inc | 46,863 | $4,455,000 | 0.41% |
| MONECO Advisors, LLC | 5,140 | $489,000 | 0.38% |
| REILLY FINANCIAL ADVISORS, LLC | 22,741 | $2,162,000 | 0.27% |
| PERSONAL CFO SOLUTIONS, LLC | 6,233 | $593,000 | 0.24% |
| Kovack Advisors, Inc. | 9,169 | $872,000 | 0.18% |
| PACIFIC FINANCIAL GROUP INC | 16,711 | $1,554,000 | 0.17% |
| Capital Analysts, LLC | 15,386 | $1,462,000 | 0.16% |
| FLAGSHIP HARBOR ADVISORS, LLC | 6,935 | $659,000 | 0.13% |