SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 77 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,413,579 | -6.0% | 14,293 | -1.8% | 0.00% | – |
| Q2 2023 | $1,504,041 | +5.0% | 14,561 | +6.9% | 0.00% | – |
| Q1 2023 | $1,432,276 | +43.5% | 13,624 | +47.0% | 0.00% | – |
| Q4 2022 | $997,916 | +30.4% | 9,270 | +19.7% | 0.00% | – |
| Q3 2022 | $765,000 | -28.2% | 7,747 | -24.2% | 0.00% | – |
| Q2 2022 | $1,066,000 | -9.6% | 10,221 | -1.0% | 0.00% | – |
| Q1 2022 | $1,179,000 | -4.4% | 10,324 | +0.1% | 0.00% | – |
| Q4 2021 | $1,233,000 | +36.4% | 10,318 | +28.0% | 0.00% | – |
| Q3 2021 | $904,000 | -0.3% | 8,061 | +0.1% | 0.00% | – |
| Q2 2021 | $907,000 | -1.2% | 8,056 | -2.2% | 0.00% | – |
| Q1 2021 | $918,000 | +8.9% | 8,237 | -6.5% | 0.00% | – |
| Q4 2020 | $843,000 | +24.2% | 8,807 | -1.8% | 0.00% | – |
| Q3 2020 | $679,000 | -19.3% | 8,964 | -18.7% | 0.00% | – |
| Q2 2020 | $841,000 | -5.0% | 11,020 | -17.7% | 0.00% | – |
| Q1 2020 | $885,000 | -38.8% | 13,393 | -7.2% | 0.00% | – |
| Q4 2019 | $1,445,000 | -39.2% | 14,437 | -42.2% | 0.00% | -100.0% |
| Q3 2019 | $2,377,000 | -13.7% | 24,999 | -15.6% | 0.00% | 0.0% |
| Q2 2019 | $2,755,000 | +4.1% | 29,615 | +2.4% | 0.00% | 0.0% |
| Q1 2019 | $2,647,000 | +18.2% | 28,924 | +7.0% | 0.00% | 0.0% |
| Q4 2018 | $2,240,000 | -26.2% | 27,033 | -13.6% | 0.00% | 0.0% |
| Q3 2018 | $3,034,000 | +57.0% | 31,300 | +54.3% | 0.00% | 0.0% |
| Q2 2018 | $1,932,000 | +8.8% | 20,282 | +1.3% | 0.00% | – |
| Q1 2018 | $1,776,000 | -71.7% | 20,013 | -70.9% | 0.00% | -100.0% |
| Q4 2017 | $6,277,000 | +114.5% | 68,713 | +124.8% | 0.00% | +100.0% |
| Q3 2017 | $2,927,000 | -32.9% | 30,564 | -35.4% | 0.00% | 0.0% |
| Q2 2017 | $4,365,000 | -49.0% | 47,291 | -49.4% | 0.00% | 0.0% |
| Q1 2017 | $8,556,000 | +36.9% | 93,444 | +39.7% | 0.00% | 0.0% |
| Q4 2016 | $6,250,000 | +205.3% | 66,890 | +167.8% | 0.00% | 0.0% |
| Q3 2016 | $2,047,000 | +20.4% | 24,976 | +14.5% | 0.00% | 0.0% |
| Q2 2016 | $1,700,000 | +40.8% | 21,819 | +38.7% | 0.00% | – |
| Q1 2016 | $1,207,000 | +25.1% | 15,729 | +21.7% | 0.00% | – |
| Q4 2015 | $965,000 | +5.2% | 12,923 | +1.1% | 0.00% | – |
| Q3 2015 | $917,000 | -4.1% | 12,781 | +3.2% | 0.00% | – |
| Q2 2015 | $956,000 | +32.0% | 12,385 | +35.4% | 0.00% | – |
| Q1 2015 | $724,000 | +289.2% | 9,149 | +283.6% | 0.00% | – |
| Q4 2014 | $186,000 | +8.1% | 2,385 | -2.9% | 0.00% | – |
| Q3 2014 | $172,000 | -40.3% | 2,457 | -37.1% | 0.00% | – |
| Q2 2014 | $288,000 | +9.9% | 3,908 | +7.7% | 0.00% | – |
| Q1 2014 | $262,000 | -13.5% | 3,627 | -15.2% | 0.00% | – |
| Q4 2013 | $303,000 | -5.3% | 4,277 | -11.5% | 0.00% | – |
| Q3 2013 | $320,000 | +26.0% | 4,835 | +18.8% | 0.00% | – |
| Q2 2013 | $254,000 | – | 4,071 | – | 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% |