SPDR SER TR's ticker is VLU and the CUSIP is 78464A128. A total of 56 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.80 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $201,390 | -4.3% | 1,393 | -1.6% | 0.03% | 0.0% |
Q2 2023 | $210,333 | +4.1% | 1,416 | -0.4% | 0.03% | -3.6% |
Q1 2023 | $201,959 | +101386.9% | 1,422 | 0.0% | 0.03% | -6.7% |
Q4 2022 | $199 | -99.9% | 1,422 | 0.0% | 0.03% | +3.4% |
Q3 2022 | $179,000 | +21.8% | 1,422 | +29.7% | 0.03% | +26.1% |
Q2 2022 | $147,000 | – | 1,096 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Philadelphia Financial Management of San Francisco, LLC | 200,000 | $28,914,580 | 7.36% |
Roger Wittlin Investment Advisory, LLC | 33,591 | $4,856,581 | 4.12% |
LWS Wealth Advisors, Inc. | 59,421 | $8,591,000 | 3.76% |
ShoreHaven Wealth Partners, LLC | 6,461 | $934,086 | 0.64% |
GeoWealth Management, LLC | 32,466 | $4,694 | 0.53% |
Keystone Wealth Services, LLC | 6,149 | $889,031 | 0.34% |
Flagship Private Wealth, LLC | 1,531 | $221,273 | 0.20% |
EVOKE WEALTH, LLC | 33,591 | $4,856,581 | 0.17% |
MONEY CONCEPTS CAPITAL CORP | 10,397 | $1,503,121 | 0.16% |
Prosperity Consulting Group, LLC | 1,940 | $280,504 | 0.13% |