SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 70 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $951,000 | +47450.0% | 9,526 | +39591.7% | 0.42% | +42400.0% |
| Q3 2019 | $2,000 | -98.3% | 24 | -98.2% | 0.00% | -98.8% |
| Q4 2017 | $120,000 | -4.8% | 1,315 | 0.0% | 0.08% | +12.5% |
| Q3 2017 | $126,000 | +4.1% | 1,315 | +0.6% | 0.07% | -6.5% |
| Q2 2017 | $121,000 | +1.7% | 1,307 | +0.5% | 0.08% | -10.5% |
| Q1 2017 | $119,000 | -1.7% | 1,301 | +0.5% | 0.09% | -13.1% |
| Q4 2016 | $121,000 | – | 1,295 | – | 0.10% | – |
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% |