SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 80 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,634,817 | -4.8% | 16,530 | -0.6% | 0.00% | – |
| Q2 2023 | $1,718,056 | -11.0% | 16,633 | -9.4% | 0.00% | – |
| Q1 2023 | $1,930,056 | -2.4% | 18,359 | -0.0% | 0.00% | – |
| Q4 2022 | $1,976,885 | -32.4% | 18,364 | -38.0% | 0.00% | – |
| Q3 2022 | $2,925,000 | -8.1% | 29,629 | -2.9% | 0.00% | – |
| Q2 2022 | $3,183,000 | +7.4% | 30,511 | +17.5% | 0.00% | – |
| Q1 2022 | $2,965,000 | -3.0% | 25,972 | +1.6% | 0.00% | – |
| Q4 2021 | $3,056,000 | +12.0% | 25,574 | +5.2% | 0.00% | – |
| Q3 2021 | $2,728,000 | +17.6% | 24,316 | +18.0% | 0.00% | – |
| Q2 2021 | $2,320,000 | +12.6% | 20,605 | +11.5% | 0.00% | – |
| Q1 2021 | $2,060,000 | +16.3% | 18,486 | -0.2% | 0.00% | – |
| Q4 2020 | $1,772,000 | +26.3% | 18,517 | +0.0% | 0.00% | – |
| Q3 2020 | $1,403,000 | -19.6% | 18,513 | -19.0% | 0.00% | – |
| Q2 2020 | $1,745,000 | +25.7% | 22,866 | +8.9% | 0.00% | – |
| Q1 2020 | $1,388,000 | -38.3% | 21,002 | -6.6% | 0.00% | – |
| Q4 2019 | $2,251,000 | +147.6% | 22,485 | +135.1% | 0.00% | – |
| Q3 2019 | $909,000 | +2.5% | 9,562 | +0.3% | 0.00% | – |
| Q2 2019 | $887,000 | -40.8% | 9,536 | -41.8% | 0.00% | – |
| Q1 2019 | $1,498,000 | -10.4% | 16,373 | -18.8% | 0.00% | – |
| Q4 2018 | $1,671,000 | -34.9% | 20,167 | -23.8% | 0.00% | – |
| Q3 2018 | $2,566,000 | -0.7% | 26,468 | -2.4% | 0.00% | – |
| Q2 2018 | $2,583,000 | +64.7% | 27,112 | +53.4% | 0.00% | – |
| Q1 2018 | $1,568,000 | -77.1% | 17,673 | -76.4% | 0.00% | -100.0% |
| Q4 2017 | $6,835,000 | -11.3% | 74,823 | -7.0% | 0.00% | 0.0% |
| Q3 2017 | $7,705,000 | +1.1% | 80,447 | -2.6% | 0.00% | -50.0% |
| Q2 2017 | $7,624,000 | -39.9% | 82,603 | -40.3% | 0.00% | -33.3% |
| Q1 2017 | $12,677,000 | +0.2% | 138,464 | +2.3% | 0.00% | 0.0% |
| Q4 2016 | $12,647,000 | +1285.2% | 135,366 | +1114.2% | 0.00% | – |
| Q3 2016 | $913,000 | +147.4% | 11,149 | +135.1% | 0.00% | – |
| Q2 2016 | $369,000 | +778.6% | 4,742 | +768.5% | 0.00% | – |
| Q1 2016 | $42,000 | +82.6% | 546 | +73.9% | 0.00% | – |
| Q4 2015 | $23,000 | +228.6% | 314 | +214.0% | 0.00% | – |
| Q3 2015 | $7,000 | -12.5% | 100 | 0.0% | 0.00% | – |
| Q2 2015 | $8,000 | -90.8% | 100 | -91.0% | 0.00% | – |
| Q1 2015 | $87,000 | +180.6% | 1,105 | +176.2% | 0.00% | – |
| Q4 2014 | $31,000 | -94.4% | 400 | -95.0% | 0.00% | – |
| Q3 2014 | $555,000 | -5.3% | 7,932 | 0.0% | 0.00% | – |
| Q2 2014 | $586,000 | +2244.0% | 7,932 | +2153.4% | 0.00% | – |
| Q1 2014 | $25,000 | -86.6% | 352 | -86.7% | 0.00% | – |
| Q4 2013 | $187,000 | -44.2% | 2,642 | -47.8% | 0.00% | – |
| Q3 2013 | $335,000 | -52.3% | 5,057 | -55.1% | 0.00% | – |
| Q2 2013 | $702,000 | – | 11,256 | – | 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% |