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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $786,296 | +9.1% | 5,624 | -1.8% | 0.03% | +3.7% |
| Q3 2022 | $721,000 | -52.4% | 5,726 | -49.4% | 0.03% | -49.1% |
| Q2 2022 | $1,515,000 | -16.3% | 11,313 | -3.2% | 0.05% | -1.9% |
| Q1 2022 | $1,811,000 | -0.4% | 11,684 | -0.0% | 0.05% | +5.9% |
| Q4 2021 | $1,819,000 | +6.4% | 11,685 | -1.2% | 0.05% | 0.0% |
| Q3 2021 | $1,709,000 | -16.6% | 11,822 | -15.5% | 0.05% | -16.4% |
| Q2 2021 | $2,048,000 | – | 13,988 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LWS Wealth Advisors, Inc. | 59,901 | $8,019,000 | 3.78% |
| Roger Wittlin Investment Advisory, LLC | 21,729 | $2,909,000 | 2.87% |
| Stratos Wealth Advisors, LLC | 49,799 | $6,667,000 | 0.60% |
| IHT Wealth Management, LLC | 25,496 | $3,413,000 | 0.30% |
| Prosperity Consulting Group, LLC | 2,463 | $330,000 | 0.29% |
| Capital Market Strategies LLC | 1,559 | $209,000 | 0.22% |
| Veracity Capital LLC | 2,187 | $293,000 | 0.16% |
| Professional Financial Advisors, LLC | 1,546 | $207,000 | 0.12% |
| WEALTHSOURCE PARTNERS, LLC | 5,703 | $764,000 | 0.06% |
| Koshinski Asset Management, Inc. | 4,166 | $558,000 | 0.06% |