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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $222,544 | -56.6% | 1,539 | -55.4% | 0.02% | -55.9% |
| Q2 2023 | $512,940 | +5.0% | 3,453 | +0.4% | 0.03% | -2.9% |
| Q1 2023 | $488,517 | +1.2% | 3,440 | -0.3% | 0.04% | -5.4% |
| Q4 2022 | $482,634 | +11.5% | 3,452 | +0.4% | 0.04% | +2.8% |
| Q3 2022 | $433,000 | -5.0% | 3,439 | +1.0% | 0.04% | -5.3% |
| Q2 2022 | $456,000 | -13.5% | 3,405 | +0.1% | 0.04% | -9.5% |
| Q1 2022 | $527,000 | +6.2% | 3,401 | +1.0% | 0.04% | -4.5% |
| Q4 2021 | $496,000 | -2.4% | 3,366 | -3.2% | 0.04% | +2.3% |
| Q3 2021 | $508,000 | +2.4% | 3,478 | +3.3% | 0.04% | -2.3% |
| Q2 2021 | $496,000 | +65.9% | 3,366 | +59.9% | 0.04% | +41.9% |
| Q1 2021 | $299,000 | – | 2,105 | – | 0.03% | – |
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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% |