SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 57 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $867,524 | -2.5% | 8,252 | -0.2% | 0.58% | -7.5% |
| Q4 2022 | $889,943 | +3.0% | 8,267 | -5.5% | 0.63% | +3.3% |
| Q3 2022 | $864,000 | -8.8% | 8,747 | -3.6% | 0.61% | -2.7% |
| Q2 2022 | $947,000 | -5.3% | 9,077 | +3.7% | 0.62% | +13.9% |
| Q1 2022 | $1,000,000 | -5.0% | 8,756 | -0.7% | 0.55% | -2.5% |
| Q4 2021 | $1,053,000 | +2.4% | 8,816 | -3.8% | 0.56% | -4.7% |
| Q3 2021 | $1,028,000 | +37.4% | 9,165 | -7.1% | 0.59% | -5.4% |
| Q3 2020 | $748,000 | -6.6% | 9,870 | -6.0% | 0.62% | -13.7% |
| Q2 2020 | $801,000 | +19.7% | 10,499 | +3.7% | 0.72% | -5.9% |
| Q1 2020 | $669,000 | -27.8% | 10,129 | +9.3% | 0.77% | -6.0% |
| Q4 2019 | $927,000 | +5.9% | 9,267 | +0.7% | 0.82% | -1.1% |
| Q3 2019 | $875,000 | +3.6% | 9,207 | +1.3% | 0.83% | +2.2% |
| Q2 2019 | $845,000 | +11.9% | 9,087 | +16.5% | 0.81% | +3.9% |
| Q2 2018 | $755,000 | +14.9% | 7,800 | +5.3% | 0.78% | -10.3% |
| Q1 2018 | $657,000 | – | 7,405 | – | 0.87% | – |
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% |