SPDR SER TR's ticker is VLU and the CUSIP is 78464A128. A total of 42 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $3,000 | -25.0% | 24 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $4,000 | -81.8% | 24 | -84.1% | 0.00% | -75.0% |
| Q3 2021 | $22,000 | 0.0% | 151 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $22,000 | +4.8% | 151 | +0.7% | 0.00% | -20.0% |
| Q1 2021 | $21,000 | +16.7% | 150 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $18,000 | +800.0% | 150 | +525.0% | 0.01% | +400.0% |
| Q3 2020 | $2,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $2,000 | -33.3% | 24 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $3,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $3,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | +50.0% | 24 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $2,000 | -33.3% | 24 | 0.0% | 0.00% | -50.0% |
| Q3 2018 | $3,000 | – | 24 | – | 0.00% | – |
Download | ||||||
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% |