SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 74 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,365,987 | -6.8% | 13,812 | -2.7% | 0.00% | 0.0% |
| Q2 2023 | $1,465,889 | -2.3% | 14,192 | -0.6% | 0.00% | 0.0% |
| Q1 2023 | $1,500,327 | -15.7% | 14,271 | -13.7% | 0.00% | -50.0% |
| Q4 2022 | $1,779,154 | -9.5% | 16,527 | -17.0% | 0.00% | 0.0% |
| Q3 2022 | $1,966,000 | -7.4% | 19,919 | -2.1% | 0.00% | 0.0% |
| Q2 2022 | $2,123,000 | -21.5% | 20,352 | -14.1% | 0.00% | 0.0% |
| Q1 2022 | $2,705,000 | +37.7% | 23,693 | +44.2% | 0.00% | 0.0% |
| Q4 2021 | $1,964,000 | +5.3% | 16,433 | -1.2% | 0.00% | 0.0% |
| Q3 2021 | $1,865,000 | +0.1% | 16,630 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $1,863,000 | -5.8% | 16,543 | -6.8% | 0.00% | 0.0% |
| Q1 2021 | $1,977,000 | +9.0% | 17,751 | -6.3% | 0.00% | 0.0% |
| Q4 2020 | $1,814,000 | +28.7% | 18,943 | +1.9% | 0.00% | 0.0% |
| Q3 2020 | $1,409,000 | +39.5% | 18,595 | +40.5% | 0.00% | +100.0% |
| Q2 2020 | $1,010,000 | +26.7% | 13,235 | +9.8% | 0.00% | 0.0% |
| Q1 2020 | $797,000 | -10.9% | 12,053 | +34.8% | 0.00% | 0.0% |
| Q4 2019 | $895,000 | +12.7% | 8,942 | +7.1% | 0.00% | 0.0% |
| Q3 2019 | $794,000 | +79.2% | 8,351 | +75.5% | 0.00% | – |
| Q2 2019 | $443,000 | +57.1% | 4,759 | +54.2% | 0.00% | – |
| Q1 2019 | $282,000 | +15.6% | 3,086 | +4.9% | 0.00% | – |
| Q4 2018 | $244,000 | -7.2% | 2,941 | +8.3% | 0.00% | – |
| Q3 2018 | $263,000 | +24.1% | 2,716 | +22.2% | 0.00% | – |
| Q2 2018 | $212,000 | +21.1% | 2,223 | +12.7% | 0.00% | – |
| Q1 2018 | $175,000 | +8.7% | 1,973 | +11.7% | 0.00% | – |
| Q4 2017 | $161,000 | +13.4% | 1,766 | +18.8% | 0.00% | – |
| Q3 2017 | $142,000 | +22.4% | 1,486 | +17.7% | 0.00% | – |
| Q2 2017 | $116,000 | +61.1% | 1,262 | +61.4% | 0.00% | – |
| Q1 2017 | $72,000 | +5.9% | 782 | +7.4% | 0.00% | – |
| Q4 2016 | $68,000 | +13.3% | 728 | 0.0% | 0.00% | – |
| Q3 2016 | $60,000 | +900.0% | 728 | +833.3% | 0.00% | – |
| Q2 2016 | $6,000 | 0.0% | 78 | 0.0% | 0.00% | – |
| Q1 2016 | $6,000 | – | 78 | – | 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% |