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 | $25 | -58.3% | 0 | -100.0% | 0.00% | – |
| Q2 2023 | $60 | +20.0% | 1 | – | 0.00% | – |
| Q1 2023 | $50 | -53.7% | 0 | -100.0% | 0.00% | – |
| Q4 2022 | $108 | – | 1 | – | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q1 2022 | $19,000 | +533.3% | 167 | +626.1% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | – | 23 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q2 2020 | $11,000 | +10.0% | 150 | 0.0% | 0.00% | – |
| Q1 2020 | $10,000 | -33.3% | 150 | -0.7% | 0.00% | – |
| Q4 2019 | $15,000 | -65.9% | 151 | -67.4% | 0.00% | – |
| Q3 2019 | $44,000 | +69.2% | 463 | +64.2% | 0.00% | – |
| Q2 2019 | $26,000 | 0.0% | 282 | -0.4% | 0.00% | – |
| Q1 2019 | $26,000 | -29.7% | 283 | -37.1% | 0.00% | – |
| Q4 2018 | $37,000 | -15.9% | 450 | 0.0% | 0.00% | – |
| Q3 2018 | $44,000 | +2.3% | 450 | 0.0% | 0.00% | – |
| Q2 2018 | $43,000 | +7.5% | 450 | 0.0% | 0.00% | – |
| Q1 2018 | $40,000 | -28.6% | 450 | -27.1% | 0.00% | – |
| Q4 2017 | $56,000 | +30.2% | 617 | +37.1% | 0.00% | – |
| Q3 2017 | $43,000 | +13.2% | 450 | +9.5% | 0.00% | – |
| Q2 2017 | $38,000 | -7.3% | 411 | -7.0% | 0.00% | – |
| Q1 2017 | $41,000 | -33.9% | 442 | -33.6% | 0.00% | – |
| Q4 2016 | $62,000 | +12.7% | 666 | 0.0% | 0.00% | – |
| Q3 2016 | $55,000 | +71.9% | 666 | +62.0% | 0.00% | – |
| Q2 2016 | $32,000 | 0.0% | 411 | 0.0% | 0.00% | – |
| Q1 2016 | $32,000 | +3.2% | 411 | 0.0% | 0.00% | – |
| Q4 2015 | $31,000 | +6.9% | 411 | 0.0% | 0.00% | – |
| Q3 2015 | $29,000 | -42.0% | 411 | -35.9% | 0.00% | – |
| Q2 2015 | $50,000 | -28.6% | 641 | -28.6% | 0.00% | – |
| Q1 2015 | $70,000 | +100.0% | 898 | +100.0% | 0.00% | – |
| Q4 2014 | $35,000 | – | 449 | – | 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% |