SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 72 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,900 | +49.9% | 221 | +56.7% | 0.00% | – |
| Q2 2023 | $14,609 | -54.7% | 141 | -53.9% | 0.00% | – |
| Q1 2023 | $32,260 | +95.3% | 306 | +100.0% | 0.00% | – |
| Q4 2022 | $16,517 | +3.2% | 153 | -5.6% | 0.00% | – |
| Q3 2022 | $16,000 | +23.1% | 162 | +30.6% | 0.00% | – |
| Q2 2022 | $13,000 | -7.1% | 124 | 0.0% | 0.00% | – |
| Q1 2022 | $14,000 | -12.5% | 124 | -6.8% | 0.00% | – |
| Q4 2021 | $16,000 | +6.7% | 133 | 0.0% | 0.00% | – |
| Q3 2021 | $15,000 | 0.0% | 133 | 0.0% | 0.00% | – |
| Q2 2021 | $15,000 | -6.2% | 133 | -8.9% | 0.00% | – |
| Q1 2021 | $16,000 | +14.3% | 146 | -1.4% | 0.00% | – |
| Q4 2020 | $14,000 | – | 148 | +14700.0% | 0.00% | – |
| Q2 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | – | 1 | – | 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% |