SPDR SER TR's ticker is VLU and the CUSIP is 78464A128. A total of 19 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $208,000 | -40.1% | 2,524 | -17.7% | 0.05% | -17.2% |
| Q4 2019 | $347,000 | +8.4% | 3,066 | +0.6% | 0.06% | +5.5% |
| Q3 2019 | $320,000 | +1.6% | 3,049 | +0.5% | 0.06% | -20.3% |
| Q2 2019 | $315,000 | -9.0% | 3,033 | -11.1% | 0.07% | -18.8% |
| Q1 2019 | $346,000 | +11.3% | 3,412 | +0.5% | 0.08% | -7.6% |
| Q4 2018 | $311,000 | – | 3,394 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Roger Wittlin Investment Advisory, LLC | 33,409 | $4,962,505 | 4.02% |
| LWS Wealth Advisors, Inc. | 59,431 | $8,828,000 | 3.72% |
| SAXON INTERESTS, INC. | 4,504 | $669,024 | 0.36% |
| Keystone Wealth Services, LLC | 6,166 | $915,856 | 0.34% |
| ORG Partners LLC | 12,770 | $1,904,483 | 0.31% |
| Flagship Private Wealth, LLC | 1,524 | $226,442 | 0.19% |
| Prosperity Consulting Group, LLC | 2,029 | $301,317 | 0.18% |
| MONEY CONCEPTS CAPITAL CORP | 11,512 | $1,709,993 | 0.17% |
| J.W. COLE ADVISORS, INC. | 10,228 | $1,519,248 | 0.11% |
| Professional Financial Advisors, LLC | 1,389 | $206,257 | 0.11% |