SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 77 filers reported holding SPDR SER TR in Q1 2022. 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 ↓ |
|---|---|---|---|
| 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% |