SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 80 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,891 | +22.5% | 80 | +29.0% | 0.00% | – |
| Q2 2023 | $6,443 | -1.1% | 62 | 0.0% | 0.00% | – |
| Q1 2023 | $6,517 | -1.6% | 62 | 0.0% | 0.00% | – |
| Q4 2022 | $6,620 | +10.3% | 62 | +1.6% | 0.00% | – |
| Q3 2022 | $6,000 | 0.0% | 61 | 0.0% | 0.00% | – |
| Q2 2022 | $6,000 | -68.4% | 61 | -61.6% | 0.00% | -100.0% |
| Q4 2021 | $19,000 | -94.2% | 159 | -94.6% | 0.00% | -90.0% |
| Q3 2021 | $327,000 | -5.2% | 2,919 | -4.9% | 0.01% | -9.1% |
| Q2 2021 | $345,000 | -2.8% | 3,068 | -3.6% | 0.01% | -15.4% |
| Q1 2021 | $355,000 | – | 3,183 | – | 0.01% | – |
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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% |