SPDR SER TR's ticker is VLU and the CUSIP is 78464A128. A total of 47 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $206,257 | -19.0% | 1,389 | -15.5% | 0.11% | -28.7% |
| Q1 2023 | $254,670 | +26.2% | 1,643 | +13.8% | 0.15% | +9.5% |
| Q4 2022 | $201,846 | +4.0% | 1,444 | -6.2% | 0.14% | +14.2% |
| Q3 2022 | $194,000 | -6.3% | 1,539 | -0.5% | 0.12% | +3.4% |
| Q2 2022 | $207,000 | -18.8% | 1,546 | -5.9% | 0.12% | +5.5% |
| Q1 2022 | $255,000 | -1.9% | 1,643 | -1.7% | 0.11% | -1.8% |
| Q4 2021 | $260,000 | +7.9% | 1,672 | +0.4% | 0.11% | -18.8% |
| Q3 2021 | $241,000 | -0.4% | 1,666 | +0.4% | 0.14% | +3.8% |
| Q2 2021 | $242,000 | +5.2% | 1,660 | +0.3% | 0.13% | -7.0% |
| Q1 2021 | $230,000 | -72.0% | 1,655 | -75.5% | 0.14% | -77.9% |
| Q4 2020 | $820,000 | +20.9% | 6,764 | -0.0% | 0.65% | +2.2% |
| Q3 2020 | $678,000 | +8.1% | 6,765 | +5.5% | 0.63% | -23.2% |
| Q2 2020 | $627,000 | +127.2% | 6,412 | +162.6% | 0.82% | +214.1% |
| Q4 2019 | $276,000 | – | 2,442 | – | 0.26% | – |
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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% |