SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 74 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $26 | -99.9% | 244 | -28.9% | 0.00% | – |
| Q2 2022 | $36,000 | +260.0% | 343 | +294.3% | 0.00% | – |
| Q4 2021 | $10,000 | 0.0% | 87 | 0.0% | 0.00% | – |
| Q3 2021 | $10,000 | -54.5% | 87 | -65.2% | 0.00% | – |
| Q1 2018 | $22,000 | -4.3% | 250 | 0.0% | 0.00% | – |
| Q4 2017 | $23,000 | -81.0% | 250 | -81.0% | 0.00% | – |
| Q1 2017 | $121,000 | -1.6% | 1,317 | 0.0% | 0.00% | – |
| Q4 2016 | $123,000 | +68.5% | 1,317 | +48.5% | 0.00% | – |
| Q3 2016 | $73,000 | +5.8% | 887 | 0.0% | 0.00% | – |
| Q2 2016 | $69,000 | +1.5% | 887 | 0.0% | 0.00% | – |
| Q1 2016 | $68,000 | +3.0% | 887 | 0.0% | 0.00% | – |
| Q4 2015 | $66,000 | -67.0% | 887 | -65.8% | 0.00% | – |
| Q2 2015 | $200,000 | – | 2,593 | – | 0.00% | – |
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% |