SPDR SER TR's ticker is VLU and the CUSIP is 78464A128. A total of 47 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,729 | +15.3% | 39,629 | +18.4% | 0.03% | +17.4% |
| Q2 2023 | $4,970 | +9.1% | 33,457 | +4.3% | 0.02% | +4.5% |
| Q1 2023 | $4,557 | +14.2% | 32,085 | +12.4% | 0.02% | +4.8% |
| Q4 2022 | $3,989 | -99.9% | 28,535 | +19.6% | 0.02% | +23.5% |
| Q3 2022 | $3,002,000 | +10.9% | 23,849 | +17.9% | 0.02% | +13.3% |
| Q2 2022 | $2,707,000 | +28.6% | 20,221 | +48.8% | 0.02% | +50.0% |
| Q1 2022 | $2,105,000 | +685.4% | 13,585 | +688.0% | 0.01% | +900.0% |
| Q4 2021 | $268,000 | -78.3% | 1,724 | -84.2% | 0.00% | -90.0% |
| Q4 2019 | $1,237,000 | – | 10,936 | – | 0.01% | – |
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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% |