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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $226,953 | +8.9% | 2,017 | 0.0% | 0.08% | +3.7% |
| Q2 2023 | $208,341 | -7.5% | 2,017 | -5.9% | 0.08% | -12.0% |
| Q1 2023 | $225,292 | -4.8% | 2,143 | -2.5% | 0.09% | 0.0% |
| Q4 2022 | $236,615 | +5.2% | 2,198 | -3.5% | 0.09% | -4.2% |
| Q3 2022 | $225,000 | -5.5% | 2,278 | 0.0% | 0.10% | -3.0% |
| Q2 2022 | $238,000 | -8.8% | 2,278 | -0.5% | 0.10% | +4.2% |
| Q1 2022 | $261,000 | -4.7% | 2,290 | 0.0% | 0.10% | -1.0% |
| Q4 2021 | $274,000 | – | 2,290 | – | 0.10% | – |
Download | ||||||
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% |