SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 78 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $920,720 | -4.6% | 8,369 | -2.9% | 0.49% | -13.7% |
| Q1 2024 | $965,529 | +5.0% | 8,618 | +5.5% | 0.57% | -0.7% |
| Q4 2023 | $919,257 | +16.3% | 8,170 | +2.2% | 0.57% | +7.3% |
| Q3 2023 | $790,342 | -5.7% | 7,991 | -1.5% | 0.53% | -3.1% |
| Q2 2023 | $837,796 | -1.6% | 8,111 | +0.1% | 0.55% | -20.6% |
| Q1 2023 | $851,580 | -1.3% | 8,100 | +1.0% | 0.69% | +29.2% |
| Q4 2022 | $862,896 | +15.5% | 8,016 | +6.0% | 0.54% | +8.9% |
| Q3 2022 | $747,000 | -15.3% | 7,564 | -10.5% | 0.49% | -2.8% |
| Q2 2022 | $882,000 | -7.8% | 8,455 | +0.9% | 0.51% | +6.7% |
| Q1 2022 | $957,000 | -4.4% | 8,380 | 0.0% | 0.48% | -5.8% |
| Q4 2021 | $1,001,000 | +7.5% | 8,380 | +1.0% | 0.50% | -5.4% |
| Q3 2021 | $931,000 | -33.1% | 8,301 | -32.3% | 0.53% | -38.5% |
| Q2 2021 | $1,391,000 | +1.3% | 12,267 | +1.0% | 0.87% | +5.2% |
| Q1 2021 | $1,373,000 | +12.5% | 12,147 | -0.5% | 0.82% | -11.3% |
| Q4 2020 | $1,220,000 | – | 12,208 | – | 0.93% | – |
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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% |
| Focus Financial Network, Inc. | 42,231 | $3,223,458 | 0.36% |
| AVANTAX ADVISORY SERVICES, INC. | 140,377 | $10,721,000 | 0.31% |
| Strategic Blueprint, LLC | 9,015 | $688,000 | 0.24% |