SPDR SER TR's ticker is VLU and the CUSIP is 78464A128. A total of 47 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
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. | 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% |