SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 78 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $17,523 | -1.2% | 159 | +0.6% | 0.00% | – |
| Q1 2024 | $17,731 | +3.7% | 158 | 0.0% | 0.00% | -100.0% |
| Q4 2023 | $17,094 | +10.3% | 158 | +0.6% | 0.00% | 0.0% |
| Q3 2023 | $15,500 | -57.4% | 157 | -55.4% | 0.00% | 0.0% |
| Q2 2023 | $36,352 | -1.5% | 352 | +0.3% | 0.00% | 0.0% |
| Q1 2023 | $36,920 | +207.7% | 351 | +202.6% | 0.00% | – |
| Q2 2022 | $12,000 | -78.2% | 116 | -75.8% | 0.00% | -100.0% |
| Q1 2022 | $55,000 | -3.5% | 480 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $57,000 | +3.6% | 480 | -2.6% | 0.00% | 0.0% |
| Q3 2021 | $55,000 | -1.8% | 493 | 0.0% | 0.00% | -50.0% |
| Q2 2021 | $56,000 | -1.8% | 493 | -2.8% | 0.00% | 0.0% |
| Q1 2021 | $57,000 | – | 507 | – | 0.00% | – |
Download | ||||||
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% |