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 | $469 | -3.3% | 4,747 | +1.0% | 0.00% | 0.0% |
| Q2 2023 | $485 | -1.2% | 4,699 | +0.5% | 0.00% | 0.0% |
| Q1 2023 | $491 | +69.9% | 4,675 | +74.0% | 0.00% | +50.0% |
| Q4 2022 | $289 | -99.9% | 2,687 | -4.6% | 0.00% | 0.0% |
| Q3 2022 | $278,000 | -30.7% | 2,818 | -26.7% | 0.00% | -33.3% |
| Q2 2022 | $401,000 | -7.8% | 3,844 | +0.9% | 0.00% | 0.0% |
| Q1 2022 | $435,000 | -4.6% | 3,809 | -0.3% | 0.00% | 0.0% |
| Q4 2021 | $456,000 | +4.8% | 3,819 | -1.4% | 0.00% | 0.0% |
| Q3 2021 | $435,000 | +3.8% | 3,875 | +4.1% | 0.00% | -25.0% |
| Q2 2021 | $419,000 | -3.0% | 3,724 | -3.9% | 0.00% | 0.0% |
| Q1 2021 | $432,000 | +6.7% | 3,875 | -8.5% | 0.00% | 0.0% |
| Q4 2020 | $405,000 | -19.8% | 4,235 | -36.4% | 0.00% | -33.3% |
| Q3 2020 | $505,000 | -77.3% | 6,659 | -77.2% | 0.01% | -80.0% |
| Q2 2020 | $2,229,000 | +18.1% | 29,203 | +2.3% | 0.03% | -6.2% |
| Q1 2020 | $1,887,000 | -37.5% | 28,547 | -5.3% | 0.03% | -25.6% |
| Q4 2019 | $3,017,000 | +18.8% | 30,146 | +12.9% | 0.04% | +4.9% |
| Q3 2019 | $2,539,000 | +1.8% | 26,710 | -0.4% | 0.04% | +13.9% |
| Q2 2019 | $2,494,000 | +4.4% | 26,806 | +2.7% | 0.04% | -2.7% |
| Q1 2019 | $2,388,000 | +19.7% | 26,098 | +8.4% | 0.04% | +2.8% |
| Q4 2018 | $1,995,000 | -7.9% | 24,066 | +7.8% | 0.04% | -2.7% |
| Q3 2018 | $2,165,000 | +22.8% | 22,329 | +20.6% | 0.04% | -2.6% |
| Q2 2018 | $1,763,000 | +23.8% | 18,511 | +15.4% | 0.04% | +26.7% |
| Q1 2018 | $1,424,000 | +0.5% | 16,044 | +3.4% | 0.03% | +11.1% |
| Q4 2017 | $1,417,000 | +5.4% | 15,510 | +10.5% | 0.03% | -3.6% |
| Q3 2017 | $1,345,000 | +9.3% | 14,042 | +5.3% | 0.03% | +16.7% |
| Q2 2017 | $1,231,000 | – | 13,333 | – | 0.02% | – |
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% |