SPDR SER TR's ticker is VLU and the CUSIP is 78464A128. A total of 40 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,734 | -2.7% | 95 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $14,111 | +4.6% | 95 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $13,492 | +1.6% | 95 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $13,281 | +20.7% | 95 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $11,000 | -8.3% | 95 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $12,000 | -14.3% | 95 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $14,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $14,000 | +7.7% | 95 | 0.0% | 0.00% | – |
| Q3 2021 | $13,000 | -7.1% | 95 | 0.0% | 0.00% | -100.0% |
| Q2 2021 | $14,000 | +7.7% | 95 | 0.0% | 0.00% | – |
| Q1 2021 | $13,000 | -13.3% | 95 | -13.6% | 0.00% | -100.0% |
| Q4 2020 | $15,000 | – | 110 | – | 0.00% | – |
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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% |