SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 70 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 | 65,366 | $7,462,000 | 4.86% |
| IAG Wealth Partners, LLC | 24,324 | $2,777,000 | 0.87% |
| PACIFIC SUN FINANCIAL CORP | 8,756 | $1,000,000 | 0.55% |
| COWA, LLC | 8,380 | $957,000 | 0.48% |
| DOHJ, LLC | 7,973 | $910,000 | 0.44% |
| Aspire Wealth Management Corp | 4,818 | $550,000 | 0.44% |
| AdvisorNet Financial, Inc | 54,477 | $6,219,000 | 0.39% |
| Marshall Financial Group LLC | 7,683 | $877,000 | 0.36% |
| Insight Advisors, LLC/ PA | 8,902 | $1,016,000 | 0.30% |
| Bickling Financial Services, Inc. | 4,570 | $522,000 | 0.27% |