SPDR SER TR's ticker is VLU and the CUSIP is 78464A128. A total of 53 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,721,000 | -20.3% | 21,615 | -15.2% | 0.21% | -31.2% |
| Q2 2022 | $3,413,000 | -15.7% | 25,496 | -2.4% | 0.30% | -2.0% |
| Q1 2022 | $4,050,000 | +14.2% | 26,132 | +14.7% | 0.31% | +17.6% |
| Q4 2021 | $3,546,000 | +40.5% | 22,779 | +30.5% | 0.26% | +27.3% |
| Q3 2021 | $2,523,000 | +36.1% | 17,454 | +37.8% | 0.20% | +73.7% |
| Q2 2021 | $1,854,000 | – | 12,663 | – | 0.12% | – |
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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% |