SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 74 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $40,000 | -4.8% | 402 | 0.0% | 0.00% | – |
| Q2 2022 | $42,000 | -8.7% | 402 | 0.0% | 0.00% | – |
| Q1 2022 | $46,000 | +12.2% | 402 | -35.8% | 0.00% | – |
| Q1 2020 | $41,000 | -33.9% | 626 | +0.5% | 0.00% | – |
| Q4 2019 | $62,000 | +5.1% | 623 | +1.1% | 0.00% | – |
| Q3 2019 | $59,000 | -1.7% | 616 | -4.9% | 0.00% | – |
| Q2 2019 | $60,000 | -6.2% | 648 | -7.0% | 0.00% | – |
| Q1 2019 | $64,000 | -93.3% | 697 | -94.0% | 0.00% | -100.0% |
| Q4 2018 | $957,000 | +7875.0% | 11,541 | +9207.3% | 0.00% | – |
| Q3 2018 | $12,000 | -29.4% | 124 | -31.9% | 0.00% | – |
| Q2 2018 | $17,000 | +6.2% | 182 | +1.1% | 0.00% | – |
| Q1 2018 | $16,000 | -15.8% | 180 | -15.1% | 0.00% | – |
| Q4 2017 | $19,000 | – | 212 | – | 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% |