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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $280,363 | -14.3% | 1,939 | -11.9% | 0.01% | -23.5% |
| Q2 2023 | $327,085 | -6.9% | 2,202 | -11.0% | 0.02% | -19.0% |
| Q1 2023 | $351,182 | -14.0% | 2,473 | -15.3% | 0.02% | -25.0% |
| Q4 2022 | $408,234 | +12.5% | 2,920 | +1.4% | 0.03% | 0.0% |
| Q3 2022 | $363,000 | -20.6% | 2,881 | -15.5% | 0.03% | -20.0% |
| Q2 2022 | $457,000 | -16.1% | 3,411 | -2.9% | 0.04% | -7.9% |
| Q1 2022 | $545,000 | +11.7% | 3,514 | +12.1% | 0.04% | +8.6% |
| Q4 2021 | $488,000 | +37.5% | 3,136 | +27.9% | 0.04% | +29.6% |
| Q3 2021 | $355,000 | +49.2% | 2,452 | +51.0% | 0.03% | +42.1% |
| Q2 2021 | $238,000 | – | 1,624 | – | 0.02% | – |
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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% |