SPDR SER TR's ticker is VLU and the CUSIP is 78464A128. A total of 17 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,012 | -97.1% | 90 | -97.1% | 0.00% | – |
| Q1 2023 | $444,396 | +172.6% | 3,129 | +168.4% | 0.00% | – |
| Q4 2022 | $163,007 | -54.8% | 1,166 | -59.3% | 0.00% | – |
| Q3 2022 | $361,000 | +5057.1% | 2,865 | +5630.0% | 0.00% | – |
| Q2 2022 | $7,000 | -87.5% | 50 | -86.1% | 0.00% | – |
| Q1 2022 | $56,000 | +1020.0% | 361 | +1103.3% | 0.00% | – |
| Q4 2021 | $5,000 | -97.4% | 30 | -98.1% | 0.00% | – |
| Q4 2020 | $193,000 | -35.7% | 1,591 | -46.0% | 0.00% | – |
| Q3 2020 | $300,000 | +120.6% | 2,945 | +111.6% | 0.00% | – |
| Q2 2020 | $136,000 | -7.5% | 1,392 | -21.9% | 0.00% | – |
| Q1 2020 | $147,000 | +444.4% | 1,782 | +655.1% | 0.00% | – |
| Q4 2019 | $27,000 | -18.2% | 236 | -25.8% | 0.00% | – |
| Q3 2019 | $33,000 | -21.4% | 318 | -20.5% | 0.00% | – |
| Q2 2019 | $42,000 | -59.6% | 400 | -61.1% | 0.00% | – |
| Q1 2019 | $104,000 | +285.2% | 1,029 | +246.5% | 0.00% | – |
| Q4 2018 | $27,000 | -50.0% | 297 | -41.2% | 0.00% | – |
| Q3 2018 | $54,000 | -50.5% | 505 | -52.6% | 0.00% | – |
| Q2 2018 | $109,000 | -15.5% | 1,065 | -18.3% | 0.00% | – |
| Q1 2018 | $129,000 | -11.0% | 1,304 | -8.4% | 0.00% | – |
| Q4 2017 | $145,000 | +52.6% | 1,423 | +43.0% | 0.00% | – |
| Q3 2017 | $95,000 | +1087.5% | 995 | +1057.0% | 0.00% | – |
| Q2 2017 | $8,000 | -70.4% | 86 | -73.9% | 0.00% | – |
| Q3 2016 | $27,000 | 0.0% | 329 | -3.5% | 0.00% | – |
| Q2 2016 | $27,000 | +200.0% | 341 | +218.7% | 0.00% | – |
| Q2 2015 | $9,000 | -40.0% | 107 | -40.6% | 0.00% | – |
| Q1 2015 | $15,000 | – | 180 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Philadelphia Financial Management of San Francisco, LLC | 200,000 | $28,914,580 | 7.36% |
| Roger Wittlin Investment Advisory, LLC | 33,591 | $4,856,581 | 4.12% |
| LWS Wealth Advisors, Inc. | 59,421 | $8,591,000 | 3.76% |
| ShoreHaven Wealth Partners, LLC | 6,461 | $934,086 | 0.64% |
| GeoWealth Management, LLC | 32,466 | $4,694 | 0.53% |
| Keystone Wealth Services, LLC | 6,149 | $889,031 | 0.34% |
| Flagship Private Wealth, LLC | 1,531 | $221,273 | 0.20% |
| EVOKE WEALTH, LLC | 33,591 | $4,856,581 | 0.17% |
| MONEY CONCEPTS CAPITAL CORP | 10,397 | $1,503,121 | 0.16% |
| Prosperity Consulting Group, LLC | 1,940 | $280,504 | 0.13% |