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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $18,515,000 | -6.9% | 119,468 | -6.5% | 4.00% | -27.2% |
| Q4 2021 | $19,888,000 | -5.1% | 127,744 | -11.8% | 5.49% | -1.4% |
| Q3 2021 | $20,947,000 | -1.0% | 144,881 | +0.3% | 5.57% | -0.1% |
| Q2 2021 | $21,162,000 | +46.6% | 144,519 | +38.9% | 5.57% | +38.3% |
| Q1 2021 | $14,438,000 | +185.4% | 104,044 | +149.5% | 4.03% | +271.6% |
| Q4 2020 | $5,058,000 | – | 41,702 | – | 1.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LWS Wealth Advisors, Inc. | 59,901 | $8,019,000 | 3.78% |
| Roger Wittlin Investment Advisory, LLC | 21,729 | $2,909,000 | 2.87% |
| Stratos Wealth Advisors, LLC | 49,799 | $6,667,000 | 0.60% |
| IHT Wealth Management, LLC | 25,496 | $3,413,000 | 0.30% |
| Prosperity Consulting Group, LLC | 2,463 | $330,000 | 0.29% |
| Capital Market Strategies LLC | 1,559 | $209,000 | 0.22% |
| Veracity Capital LLC | 2,187 | $293,000 | 0.16% |
| Professional Financial Advisors, LLC | 1,546 | $207,000 | 0.12% |
| WEALTHSOURCE PARTNERS, LLC | 5,703 | $764,000 | 0.06% |
| Koshinski Asset Management, Inc. | 4,166 | $558,000 | 0.06% |