SPDR SER TR's ticker is VLU and the CUSIP is 78464A128. A total of 40 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,284,338 | -5.7% | 71,136 | -3.1% | 0.02% | 0.0% |
| Q2 2023 | $10,907,144 | -8.0% | 73,429 | -12.1% | 0.02% | -13.6% |
| Q1 2023 | $11,858,060 | +9.5% | 83,493 | +7.8% | 0.02% | 0.0% |
| Q4 2022 | $10,828,434 | +26.4% | 77,455 | +13.8% | 0.02% | +15.8% |
| Q3 2022 | $8,566,000 | +2154.2% | 68,046 | +2671.7% | 0.02% | +1800.0% |
| Q1 2022 | $380,000 | -6.2% | 2,455 | -5.6% | 0.00% | 0.0% |
| Q4 2021 | $405,000 | +23.5% | 2,602 | +14.7% | 0.00% | 0.0% |
| Q3 2021 | $328,000 | – | 2,269 | – | 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% |