SPDR SER TR's ticker is VLU and the CUSIP is 78464A128. A total of 55 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,765,530 | +28.6% | 19,129 | +32.2% | 0.00% | +33.3% |
| Q2 2023 | $2,149,819 | +8.7% | 14,473 | +3.9% | 0.00% | 0.0% |
| Q1 2023 | $1,978,545 | +2.7% | 13,931 | +1.1% | 0.00% | 0.0% |
| Q4 2022 | $1,926,062 | +13.9% | 13,777 | +2.5% | 0.00% | 0.0% |
| Q3 2022 | $1,691,000 | +1297.5% | 13,437 | +1384.8% | 0.00% | – |
| Q2 2022 | $121,000 | +2925.0% | 905 | +2485.7% | 0.00% | – |
| Q3 2019 | $4,000 | -82.6% | 35 | -83.9% | 0.00% | – |
| Q2 2019 | $23,000 | +4.5% | 218 | 0.0% | 0.00% | – |
| Q1 2019 | $22,000 | +10.0% | 218 | 0.0% | 0.00% | – |
| Q4 2018 | $20,000 | – | 218 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Roger Wittlin Investment Advisory, LLC | 33,409 | $4,962,505 | 4.02% |
| LWS Wealth Advisors, Inc. | 59,431 | $8,828,000 | 3.72% |
| SAXON INTERESTS, INC. | 4,504 | $669,024 | 0.36% |
| Keystone Wealth Services, LLC | 6,166 | $915,856 | 0.34% |
| ORG Partners LLC | 12,770 | $1,904,483 | 0.31% |
| Flagship Private Wealth, LLC | 1,524 | $226,442 | 0.19% |
| Prosperity Consulting Group, LLC | 2,029 | $301,317 | 0.18% |
| MONEY CONCEPTS CAPITAL CORP | 11,512 | $1,709,993 | 0.17% |
| J.W. COLE ADVISORS, INC. | 10,228 | $1,519,248 | 0.11% |
| Professional Financial Advisors, LLC | 1,389 | $206,257 | 0.11% |