SPDR SER TR's ticker is VLU and the CUSIP is 78464A128. A total of 56 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |