SPDR SER TR's ticker is VLU and the CUSIP is 78464A128. A total of 56 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,348,975 | -16.3% | 9,331 | -14.0% | 0.02% | -16.7% |
Q2 2023 | $1,611,345 | +3.4% | 10,848 | -1.1% | 0.02% | -5.3% |
Q1 2023 | $1,557,773 | -3.8% | 10,968 | -5.4% | 0.02% | -13.6% |
Q4 2022 | $1,620,059 | -0.2% | 11,588 | -10.1% | 0.02% | -12.0% |
Q3 2022 | $1,623,000 | -10.3% | 12,894 | -4.7% | 0.02% | -7.4% |
Q2 2022 | $1,810,000 | -13.6% | 13,523 | +0.1% | 0.03% | -6.9% |
Q1 2022 | $2,095,000 | +5.4% | 13,514 | +5.9% | 0.03% | -3.3% |
Q4 2021 | $1,987,000 | +38.5% | 12,759 | +28.7% | 0.03% | +25.0% |
Q3 2021 | $1,435,000 | +86.6% | 9,916 | +88.7% | 0.02% | +71.4% |
Q2 2021 | $769,000 | – | 5,256 | – | 0.01% | – |
Download |
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% |