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 | $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 | +9.1% | 7,702 | 0.0% | 0.00% | – |
| Q3 2022 | $760,000 | -5.4% | 7,702 | 0.0% | 0.00% | – |
| Q2 2022 | $803,000 | -8.6% | 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNaughton Wealth Management, LLC | 65,366 | $7,462,000 | 4.86% |
| IAG Wealth Partners, LLC | 24,324 | $2,777,000 | 0.87% |
| PACIFIC SUN FINANCIAL CORP | 8,756 | $1,000,000 | 0.55% |
| COWA, LLC | 8,380 | $957,000 | 0.48% |
| DOHJ, LLC | 7,973 | $910,000 | 0.44% |
| Aspire Wealth Management Corp | 4,818 | $550,000 | 0.44% |
| AdvisorNet Financial, Inc | 54,477 | $6,219,000 | 0.39% |
| Marshall Financial Group LLC | 7,683 | $877,000 | 0.36% |
| Insight Advisors, LLC/ PA | 8,902 | $1,016,000 | 0.30% |
| Bickling Financial Services, Inc. | 4,570 | $522,000 | 0.27% |