SPDR SER TR's ticker is VLU and the CUSIP is 78464A128. A total of 55 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,987 | -15.0% | 242 | -12.6% | 0.00% | – |
| Q2 2023 | $41,146 | -46.0% | 277 | -48.3% | 0.00% | – |
| Q1 2023 | $76,126 | +92.4% | 536 | +89.4% | 0.00% | – |
| Q4 2022 | $39,564 | – | 283 | +14050.0% | 0.00% | – |
| Q3 2022 | $0 | – | 2 | +100.0% | 0.00% | – |
| Q3 2021 | $0 | -100.0% | 1 | -90.0% | 0.00% | – |
| Q2 2021 | $1,000 | – | 10 | +900.0% | 0.00% | – |
| Q2 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2018 | $0 | – | 1 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Roger Wittlin Investment Advisory, LLC | 28,614 | $4,000,301 | 3.99% |
| LWS Wealth Advisors, Inc. | 59,268 | $8,285,801 | 3.47% |
| Stratos Wealth Advisors, LLC | 53,875 | $7,531,947 | 0.63% |
| Keystone Wealth Services, LLC | 5,534 | $773,688 | 0.34% |
| Eaton Financial Holdings Company, LLC | 2,624 | $366,843 | 0.31% |
| SAXON INTERESTS, INC. | 3,531 | $504,795 | 0.29% |
| Capital Market Strategies LLC | 1,549 | $216,611 | 0.23% |
| KM Capital Management Ltd. | 1,552 | $217,089 | 0.22% |
| Flagship Private Wealth, LLC | 1,470 | $205,441 | 0.19% |
| Prosperity Consulting Group, LLC | 1,860 | $260,063 | 0.17% |