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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $74,021 | -2.7% | 512 | 0.0% | 0.00% | – |
| Q2 2023 | $76,052 | +4.6% | 512 | 0.0% | 0.00% | – |
| Q1 2023 | $72,714 | +1.6% | 512 | 0.0% | 0.00% | – |
| Q4 2022 | $71,579 | +11.8% | 512 | 0.0% | 0.00% | – |
| Q3 2022 | $64,000 | -7.2% | 512 | 0.0% | 0.00% | – |
| Q2 2022 | $69,000 | -12.7% | 512 | 0.0% | 0.00% | – |
| Q1 2022 | $79,000 | -1.2% | 512 | 0.0% | 0.00% | – |
| Q4 2021 | $80,000 | +8.1% | 512 | 0.0% | 0.00% | – |
| Q3 2021 | $74,000 | -1.3% | 512 | 0.0% | 0.00% | – |
| Q2 2021 | $75,000 | +5.6% | 512 | -0.2% | 0.00% | – |
| Q1 2021 | $71,000 | +14.5% | 513 | 0.0% | 0.00% | – |
| Q4 2020 | $62,000 | +19.2% | 513 | 0.0% | 0.00% | – |
| Q3 2020 | $52,000 | +4.0% | 513 | 0.0% | 0.00% | – |
| Q2 2020 | $50,000 | +19.0% | 513 | 0.0% | 0.00% | – |
| Q1 2020 | $42,000 | -97.0% | 513 | -95.9% | 0.00% | -100.0% |
| Q4 2019 | $1,413,000 | +3.5% | 12,486 | -3.9% | 0.00% | 0.0% |
| Q3 2019 | $1,365,000 | +1.7% | 12,996 | +0.5% | 0.00% | 0.0% |
| Q2 2019 | $1,342,000 | +8.5% | 12,927 | +6.1% | 0.00% | 0.0% |
| Q1 2019 | $1,237,000 | +16.7% | 12,187 | +5.6% | 0.00% | +33.3% |
| Q4 2018 | $1,060,000 | +47.8% | 11,545 | +72.9% | 0.00% | +50.0% |
| Q3 2018 | $717,000 | +11.2% | 6,678 | +5.8% | 0.00% | 0.0% |
| Q2 2018 | $645,000 | – | 6,311 | – | 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% |