SPDR SER TR's ticker is VLU and the CUSIP is 78464A128. A total of 53 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - 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 | 33,409 | $4,962,505 | 4.02% |
| LWS Wealth Advisors, Inc. | 59,431 | $8,828,000 | 3.72% |
| SAXON INTERESTS, INC. | 4,504 | $669,024 | 0.36% |
| Keystone Wealth Services, LLC | 6,166 | $915,856 | 0.34% |
| ORG Partners LLC | 12,770 | $1,904,483 | 0.31% |
| Flagship Private Wealth, LLC | 1,524 | $226,442 | 0.19% |
| Prosperity Consulting Group, LLC | 2,029 | $301,317 | 0.18% |
| MONEY CONCEPTS CAPITAL CORP | 11,512 | $1,709,993 | 0.17% |
| J.W. COLE ADVISORS, INC. | 10,228 | $1,519,248 | 0.11% |
| Professional Financial Advisors, LLC | 1,389 | $206,257 | 0.11% |