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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $515,137 | -64.1% | 3,468 | -65.6% | 0.00% | – |
| Q1 2023 | $1,433,596 | +31.9% | 10,094 | +16.9% | 0.00% | – |
| Q3 2022 | $1,087,000 | -51.6% | 8,633 | -48.5% | 0.00% | -100.0% |
| Q2 2022 | $2,244,000 | +232.0% | 16,760 | +284.4% | 0.00% | – |
| Q1 2022 | $676,000 | -66.4% | 4,360 | -68.6% | 0.00% | – |
| Q3 2021 | $2,009,000 | +435.7% | 13,893 | +442.5% | 0.00% | – |
| Q2 2021 | $375,000 | -71.7% | 2,561 | -73.2% | 0.00% | – |
| Q1 2021 | $1,326,000 | -17.0% | 9,555 | -50.7% | 0.00% | -100.0% |
| Q1 2020 | $1,597,000 | +162.7% | 19,397 | +235.4% | 0.00% | – |
| Q3 2019 | $608,000 | -31.1% | 5,784 | -31.9% | 0.00% | – |
| Q2 2019 | $882,000 | -62.1% | 8,491 | -62.9% | 0.00% | -100.0% |
| Q1 2019 | $2,325,000 | -54.6% | 22,912 | -58.9% | 0.00% | -66.7% |
| Q4 2018 | $5,119,000 | +99.3% | 55,772 | +133.1% | 0.00% | +200.0% |
| Q3 2018 | $2,568,000 | +617.3% | 23,931 | +582.4% | 0.00% | – |
| Q4 2017 | $358,000 | -69.5% | 3,507 | -72.9% | 0.00% | -100.0% |
| Q1 2017 | $1,175,000 | -53.2% | 12,924 | -54.7% | 0.00% | -66.7% |
| Q4 2016 | $2,513,000 | – | 28,506 | – | 0.00% | – |
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% |