SPDR SER TR's ticker is VLU and the CUSIP is 78464A128. A total of 55 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $79,000 | -9.2% | 697 | -15.3% | 0.00% | 0.0% |
| Q3 2019 | $87,000 | -67.9% | 823 | -68.5% | 0.00% | -50.0% |
| Q2 2019 | $271,000 | +28.4% | 2,610 | +25.8% | 0.00% | 0.0% |
| Q1 2019 | $211,000 | +63.6% | 2,074 | +46.8% | 0.00% | +100.0% |
| Q4 2018 | $129,000 | +214.6% | 1,413 | +269.9% | 0.00% | – |
| Q3 2018 | $41,000 | +13.9% | 382 | +9.1% | 0.00% | – |
| Q2 2018 | $36,000 | +2.9% | 350 | 0.0% | 0.00% | – |
| Q1 2018 | $35,000 | +34.6% | 350 | +40.0% | 0.00% | – |
| Q4 2017 | $26,000 | -48.0% | 250 | -56.1% | 0.00% | -100.0% |
| Q4 2016 | $50,000 | – | 570 | – | 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% |