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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |