SAXON INTERESTS, INC. - SPDR SER TR ownership

SPDR SER TR's ticker is VLU and the CUSIP is 78464A128. A total of 56 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.80 and the average weighting 0.2%.

Quarter-by-quarter ownership
SAXON INTERESTS, INC. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$669,024
+2.1%
4,504
-2.3%
0.36%
-3.2%
Q1 2023$655,017
+29.8%
4,612
+30.6%
0.37%
+28.5%
Q4 2022$504,7953,5310.29%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Philadelphia Financial Management of San Francisco, LLC 200,000$28,914,5807.36%
Roger Wittlin Investment Advisory, LLC 33,591$4,856,5814.12%
LWS Wealth Advisors, Inc. 59,421$8,591,0003.76%
ShoreHaven Wealth Partners, LLC 6,461$934,0860.64%
GeoWealth Management, LLC 32,466$4,6940.53%
Keystone Wealth Services, LLC 6,149$889,0310.34%
Flagship Private Wealth, LLC 1,531$221,2730.20%
EVOKE WEALTH, LLC 33,591$4,856,5810.17%
MONEY CONCEPTS CAPITAL CORP 10,397$1,503,1210.16%
Prosperity Consulting Group, LLC 1,940$280,5040.13%
View complete list of SPDR SER TR shareholders