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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Roger Wittlin Investment Advisory, LLC | 28,614 | $4,000,301 | 3.99% |
| LWS Wealth Advisors, Inc. | 59,268 | $8,285,801 | 3.47% |
| Stratos Wealth Advisors, LLC | 53,875 | $7,531,947 | 0.63% |
| Keystone Wealth Services, LLC | 5,534 | $773,688 | 0.34% |
| Eaton Financial Holdings Company, LLC | 2,624 | $366,843 | 0.31% |
| SAXON INTERESTS, INC. | 3,531 | $504,795 | 0.29% |
| Capital Market Strategies LLC | 1,549 | $216,611 | 0.23% |
| KM Capital Management Ltd. | 1,552 | $217,089 | 0.22% |
| Flagship Private Wealth, LLC | 1,470 | $205,441 | 0.19% |
| Prosperity Consulting Group, LLC | 1,860 | $260,063 | 0.17% |