LPL Financial LLC - SPDR SER TR ownership

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
LPL Financial LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$34,058,658
-4.5%
235,581
-1.9%
0.02%
-4.0%
Q2 2023$35,678,910
-7.8%
240,197
-11.9%
0.02%
-16.7%
Q1 2023$38,713,026
+18.0%
272,580
+16.1%
0.03%
+7.1%
Q4 2022$32,810,647
+32.7%
234,692
+19.5%
0.03%
+16.7%
Q3 2022$24,717,000
+4.7%
196,355
+11.3%
0.02%
+9.1%
Q2 2022$23,610,000
+5.4%
176,348
+22.1%
0.02%
+15.8%
Q1 2022$22,390,000
+93.5%
144,475
+94.4%
0.02%
+90.0%
Q4 2021$11,571,000
+24.3%
74,320
+15.4%
0.01%
+11.1%
Q3 2021$9,311,000
-18.3%
64,399
-17.3%
0.01%
-25.0%
Q2 2021$11,399,000
+44.6%
77,843
+37.1%
0.01%
+33.3%
Q1 2021$7,881,000
+154.6%
56,794
+122.6%
0.01%
+125.0%
Q4 2020$3,095,000
+52.0%
25,518
+27.6%
0.00%
+33.3%
Q3 2020$2,036,000
+42.3%
19,998
+36.6%
0.00%
+50.0%
Q2 2020$1,431,000
+27.9%
14,637
+7.7%
0.00%0.0%
Q1 2020$1,119,000
-26.5%
13,594
+1.0%
0.00%
-33.3%
Q4 2019$1,523,000
+6.4%
13,456
-1.3%
0.00%0.0%
Q3 2019$1,432,000
-0.8%
13,631
-1.9%
0.00%0.0%
Q2 2019$1,443,000
-18.2%
13,901
-20.0%
0.00%
-25.0%
Q1 2019$1,763,000
+22.2%
17,370
+10.4%
0.00%0.0%
Q4 2018$1,443,000
-17.2%
15,727
-3.1%
0.00%0.0%
Q3 2018$1,742,000
+9.3%
16,227
+4.1%
0.00%0.0%
Q2 2018$1,594,000
+27.5%
15,583
+23.4%
0.00%
+33.3%
Q1 2018$1,250,000
+61.7%
12,624
+66.5%
0.00%
+50.0%
Q4 2017$773,000
+114.1%
7,580
+101.3%
0.00%
+100.0%
Q3 2017$361,0003,7650.00%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Philadelphia Financial Management of San Francisco, LLC 200,000$28,914,5807.36%
Roger Wittlin Investment Advisory, LLC 33,591$4,856,5814.12%
LWS Wealth Advisors, Inc. 59,421$8,591,0003.76%
ShoreHaven Wealth Partners, LLC 6,461$934,0860.64%
GeoWealth Management, LLC 32,466$4,6940.53%
Keystone Wealth Services, LLC 6,149$889,0310.34%
Flagship Private Wealth, LLC 1,531$221,2730.20%
EVOKE WEALTH, LLC 33,591$4,856,5810.17%
MONEY CONCEPTS CAPITAL CORP 10,397$1,503,1210.16%
Prosperity Consulting Group, LLC 1,940$280,5040.13%
View complete list of SPDR SER TR shareholders