SPDR SER TR's ticker is VLU and the CUSIP is 78464A128. A total of 57 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| LWS Wealth Advisors, Inc. | 60,495 | $7,615,000 | 2.92% |
| Stratos Wealth Advisors, LLC | 56,595 | $7,124,000 | 0.75% |
| Prosperity Consulting Group, LLC | 2,499 | $315,000 | 0.26% |
| IHT Wealth Management, LLC | 21,615 | $2,721,000 | 0.21% |
| Merit Financial Group, LLC | 26,297 | $3,310,000 | 0.14% |
| Professional Financial Advisors, LLC | 1,539 | $194,000 | 0.12% |
| Koshinski Asset Management, Inc. | 4,142 | $521,000 | 0.06% |
| J.W. COLE ADVISORS, INC. | 5,834 | $734,000 | 0.06% |
| GREAT VALLEY ADVISOR GROUP, INC. | 7,379 | $929,000 | 0.05% |
| American Portfolios Advisors | 9,365 | $1,178,903 | 0.05% |