SPDR SER TR's ticker is VLU and the CUSIP is 78464A128. A total of 42 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,532,449 | +9.8% | 17,517 | +12.9% | 0.00% | 0.0% |
| Q2 2023 | $2,305,466 | -8.6% | 15,521 | -12.7% | 0.00% | 0.0% |
| Q1 2023 | $2,523,772 | +11.2% | 17,770 | +9.5% | 0.00% | 0.0% |
| Q4 2022 | $2,268,744 | +24.2% | 16,228 | +11.9% | 0.00% | 0.0% |
| Q3 2022 | $1,826,000 | +23.0% | 14,508 | +30.8% | 0.00% | 0.0% |
| Q2 2022 | $1,485,000 | -26.6% | 11,092 | -15.0% | 0.00% | 0.0% |
| Q1 2022 | $2,022,000 | +9.6% | 13,047 | +10.1% | 0.00% | 0.0% |
| Q4 2021 | $1,845,000 | +15.8% | 11,853 | +7.6% | 0.00% | 0.0% |
| Q3 2021 | $1,593,000 | +52.0% | 11,016 | +53.9% | 0.00% | 0.0% |
| Q2 2021 | $1,048,000 | – | 7,160 | – | 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% |