SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 1 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $870,123 | -3.6% | 8,798 | +0.7% | 0.20% | -1.5% |
| Q2 2023 | $902,259 | -1.4% | 8,735 | +0.4% | 0.20% | -6.0% |
| Q1 2023 | $915,042 | -1.3% | 8,704 | +1.2% | 0.22% | -33.6% |
| Q4 2022 | $926,694 | +7.9% | 8,600 | -1.2% | 0.32% | -3.9% |
| Q3 2022 | $859,000 | -9.1% | 8,704 | +1.3% | 0.34% | +5.0% |
| Q2 2022 | $945,000 | -7.0% | 8,595 | -3.4% | 0.32% | +5.6% |
| Q1 2022 | $1,016,000 | -2.5% | 8,902 | +2.1% | 0.30% | -1.0% |
| Q4 2021 | $1,042,000 | +0.1% | 8,722 | +0.1% | 0.31% | -1.3% |
| Q3 2021 | $1,041,000 | +12.7% | 8,710 | +5.6% | 0.31% | +7.2% |
| Q2 2021 | $924,000 | +3.6% | 8,247 | +5.4% | 0.29% | +2.8% |
| Q1 2021 | $892,000 | +9.9% | 7,828 | -7.8% | 0.28% | -8.1% |
| Q4 2020 | $812,000 | – | 8,489 | – | 0.31% | – |
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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% |
| 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% |