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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $245,477 | -36.8% | 2,335 | -35.2% | 0.00% | -100.0% |
| Q4 2022 | $388,189 | +12.8% | 3,606 | +3.7% | 0.00% | 0.0% |
| Q3 2022 | $344,000 | -5.8% | 3,479 | -0.5% | 0.00% | 0.0% |
| Q2 2022 | $365,000 | -9.4% | 3,497 | -1.0% | 0.00% | 0.0% |
| Q1 2022 | $403,000 | -5.4% | 3,533 | -0.9% | 0.00% | 0.0% |
| Q4 2021 | $426,000 | +13.0% | 3,564 | +5.9% | 0.00% | 0.0% |
| Q3 2021 | $377,000 | -1.0% | 3,364 | -0.6% | 0.00% | 0.0% |
| Q2 2021 | $381,000 | -0.5% | 3,386 | -1.6% | 0.00% | 0.0% |
| Q1 2021 | $383,000 | +20.8% | 3,440 | +3.7% | 0.00% | 0.0% |
| Q4 2020 | $317,000 | +27.3% | 3,317 | +0.9% | 0.00% | 0.0% |
| Q3 2020 | $249,000 | -0.8% | 3,288 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $251,000 | +8.2% | 3,288 | -7.5% | 0.00% | 0.0% |
| Q1 2020 | $232,000 | -25.2% | 3,553 | +14.9% | 0.00% | 0.0% |
| Q4 2019 | $310,000 | +9.9% | 3,091 | +3.4% | 0.00% | 0.0% |
| Q3 2019 | $282,000 | +0.4% | 2,989 | -1.3% | 0.00% | 0.0% |
| Q2 2019 | $281,000 | +11.5% | 3,027 | +8.9% | 0.00% | 0.0% |
| Q1 2019 | $252,000 | -17.1% | 2,779 | -23.6% | 0.00% | 0.0% |
| Q4 2018 | $304,000 | -21.6% | 3,638 | -8.9% | 0.00% | 0.0% |
| Q3 2018 | $388,000 | -10.4% | 3,994 | -12.3% | 0.00% | 0.0% |
| Q2 2018 | $433,000 | +8.5% | 4,554 | +0.4% | 0.00% | 0.0% |
| Q1 2018 | $399,000 | -20.2% | 4,535 | -17.4% | 0.00% | -50.0% |
| Q4 2017 | $500,000 | -54.9% | 5,488 | -52.7% | 0.00% | -50.0% |
| Q3 2017 | $1,109,000 | -22.0% | 11,603 | -24.7% | 0.00% | -20.0% |
| Q2 2017 | $1,421,000 | -2.6% | 15,402 | -3.2% | 0.01% | -16.7% |
| Q1 2017 | $1,459,000 | +245.7% | 15,909 | +249.9% | 0.01% | +200.0% |
| Q4 2016 | $422,000 | – | 4,547 | – | 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% |