SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 70 filers reported holding SPDR SER TR in Q3 2022. 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 ↓ |
|---|---|---|---|
| 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% |