SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 17 filers reported holding SPDR SER TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $847,362 | -1.8% | 7,702 | 0.0% | 0.00% | – |
| Q1 2024 | $862,927 | -64.5% | 7,702 | -64.4% | 0.00% | – |
| Q4 2023 | $2,431,775 | +219.2% | 21,612 | +180.6% | 0.00% | – |
| Q3 2023 | $761,729 | -4.3% | 7,702 | 0.0% | 0.00% | – |
| Q2 2023 | $795,558 | -1.7% | 7,702 | 0.0% | 0.00% | – |
| Q1 2023 | $809,703 | -2.3% | 7,702 | 0.0% | 0.00% | – |
| Q4 2022 | $829,120 | +108994.7% | 7,702 | 0.0% | 0.00% | – |
| Q3 2022 | $760 | -5.4% | 7,702 | 0.0% | 0.00% | – |
| Q2 2022 | $803 | -99.9% | 7,702 | 0.0% | 0.00% | – |
| Q1 2022 | $879,000 | -4.5% | 7,702 | 0.0% | 0.00% | – |
| Q4 2021 | $920,000 | +6.5% | 7,702 | 0.0% | 0.00% | – |
| Q3 2021 | $864,000 | -0.3% | 7,702 | 0.0% | 0.00% | – |
| Q2 2021 | $867,000 | +1.0% | 7,702 | 0.0% | 0.00% | – |
| Q1 2021 | $858,000 | +16.4% | 7,702 | 0.0% | 0.00% | – |
| Q4 2020 | $737,000 | +26.2% | 7,702 | 0.0% | 0.00% | – |
| Q3 2020 | $584,000 | -0.7% | 7,702 | 0.0% | 0.00% | – |
| Q2 2020 | $588,000 | +15.5% | 7,702 | 0.0% | 0.00% | – |
| Q1 2020 | $509,000 | -34.0% | 7,702 | 0.0% | 0.00% | – |
| Q4 2019 | $771,000 | +5.3% | 7,702 | 0.0% | 0.00% | – |
| Q3 2019 | $732,000 | +1.2% | 7,702 | -0.9% | 0.00% | – |
| Q2 2019 | $723,000 | +1.7% | 7,769 | 0.0% | 0.00% | – |
| Q1 2019 | $711,000 | -75.0% | 7,769 | -75.1% | 0.00% | -100.0% |
| Q4 2017 | $2,846,000 | -1.5% | 31,156 | +3.3% | 0.00% | 0.0% |
| Q3 2017 | $2,888,000 | +5.1% | 30,154 | +1.3% | 0.00% | 0.0% |
| Q2 2017 | $2,747,000 | +682.6% | 29,767 | +561.6% | 0.00% | – |
| Q4 2014 | $351,000 | -81.1% | 4,499 | -83.1% | 0.00% | -100.0% |
| Q3 2014 | $1,861,000 | -40.3% | 26,581 | -37.0% | 0.00% | 0.0% |
| Q2 2014 | $3,119,000 | +45.4% | 42,222 | +42.3% | 0.00% | 0.0% |
| Q1 2014 | $2,145,000 | +220.6% | 29,680 | +193.5% | 0.00% | – |
| Q3 2013 | $669,000 | -69.4% | 10,113 | -71.1% | 0.00% | -100.0% |
| Q2 2013 | $2,183,000 | – | 35,003 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Affiance Financial, LLC | 142,412 | $10,870,000 | 5.91% |
| McNaughton Wealth Management, LLC | 61,085 | $4,663,000 | 4.32% |
| IAG Wealth Partners, LLC | 33,876 | $2,586,000 | 1.25% |
| DOHJ, LLC | 16,927 | $1,313,000 | 0.90% |
| PACIFIC SUN FINANCIAL CORP | 10,499 | $801,000 | 0.72% |
| AdvisorNet Financial, Inc | 68,293 | $5,213,000 | 0.42% |
| Clear Creek Financial Management, LLC | 20,351 | $1,553,000 | 0.40% |
| Focus Financial Network, Inc. | 42,231 | $3,223,458 | 0.36% |
| AVANTAX ADVISORY SERVICES, INC. | 140,377 | $10,721,000 | 0.31% |
| Strategic Blueprint, LLC | 9,015 | $688,000 | 0.24% |