SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 78 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $221,577 | -1.8% | 2,014 | 0.0% | 0.07% | -5.6% |
| Q1 2024 | $225,647 | -0.6% | 2,014 | -0.1% | 0.07% | -15.5% |
| 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% | – |
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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% |
| 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% |