SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 78 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,088 | -34.3% | 213 | -31.5% | 0.01% | -35.0% |
| Q2 2023 | $32,108 | -1.3% | 311 | +0.3% | 0.02% | -4.8% |
| Q1 2023 | $32,542 | -1.8% | 310 | +0.6% | 0.02% | 0.0% |
| Q4 2022 | $33,142 | +10.5% | 308 | +0.7% | 0.02% | 0.0% |
| Q3 2022 | $30,000 | +42.9% | 306 | +48.5% | 0.02% | +50.0% |
| Q2 2022 | $21,000 | -8.7% | 206 | +0.5% | 0.01% | 0.0% |
| Q1 2022 | $23,000 | -4.2% | 205 | +0.5% | 0.01% | 0.0% |
| Q4 2021 | $24,000 | +4.3% | 204 | +0.5% | 0.01% | -6.7% |
| Q3 2021 | $23,000 | 0.0% | 203 | +1.0% | 0.02% | 0.0% |
| Q2 2021 | $23,000 | +4.5% | 201 | +0.5% | 0.02% | 0.0% |
| Q1 2021 | $22,000 | +15.8% | 200 | +0.5% | 0.02% | +7.1% |
| Q4 2020 | $19,000 | – | 199 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Affiance Financial, LLC | 142,412 | $10,870,000 | 5.91% |
| McNaughton Wealth Management, LLC | 61,085 | $4,663,000 | 4.32% |
| IAG Wealth Partners, LLC | 33,876 | $2,586,000 | 1.25% |
| DOHJ, LLC | 16,927 | $1,313,000 | 0.90% |
| PACIFIC SUN FINANCIAL CORP | 10,499 | $801,000 | 0.72% |
| AdvisorNet Financial, Inc | 68,293 | $5,213,000 | 0.42% |
| Clear Creek Financial Management, LLC | 20,351 | $1,553,000 | 0.40% |
| AVANTAX ADVISORY SERVICES, INC. | 140,377 | $10,721,000 | 0.31% |
| Strategic Blueprint, LLC | 9,015 | $688,000 | 0.24% |
| HBW ADVISORY SERVICES LLC | 3,481 | $266,000 | 0.12% |