SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 70 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $130,251 | -4.3% | 1,317 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $136,036 | -1.7% | 1,317 | 0.0% | 0.03% | -5.9% |
| Q1 2023 | $138,455 | -2.3% | 1,317 | 0.0% | 0.03% | -10.5% |
| Q4 2022 | $141,775 | +608.9% | 1,317 | +527.1% | 0.04% | +533.3% |
| Q3 2022 | $20,000 | -4.8% | 210 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $21,000 | -8.7% | 210 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $23,000 | -8.0% | 210 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $25,000 | +8.7% | 210 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $23,000 | 0.0% | 210 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $23,000 | – | 210 | – | 0.01% | – |
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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% |