SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 80 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $490,554 | +9.7% | 4,557 | +0.8% | 0.31% | +1.7% |
| Q3 2022 | $447,000 | -4.7% | 4,519 | +0.5% | 0.30% | +1.3% |
| Q2 2022 | $469,000 | -10.2% | 4,495 | -1.6% | 0.30% | +10.8% |
| Q1 2022 | $522,000 | -4.0% | 4,570 | +0.4% | 0.27% | +1.5% |
| Q4 2021 | $544,000 | +7.3% | 4,552 | +0.7% | 0.26% | +2.7% |
| Q3 2021 | $507,000 | +0.2% | 4,520 | +0.5% | 0.26% | +12.2% |
| Q2 2021 | $506,000 | +1.6% | 4,496 | +0.6% | 0.23% | -8.8% |
| Q1 2021 | $498,000 | +7.3% | 4,468 | -7.9% | 0.25% | -12.2% |
| Q4 2020 | $464,000 | – | 4,851 | – | 0.29% | – |
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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% |