SPDR SER TR's ticker is VLU and the CUSIP is 78464A128. A total of 21 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $17,000 | +21.4% | 137 | +0.7% | 0.00% | +33.3% |
| Q3 2020 | $14,000 | -46.2% | 136 | -49.1% | 0.00% | -62.5% |
| Q2 2020 | $26,000 | +18.2% | 267 | +0.4% | 0.01% | -27.3% |
| Q1 2020 | $22,000 | +29.4% | 266 | +77.3% | 0.01% | +37.5% |
| Q4 2019 | $17,000 | +13.3% | 150 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $15,000 | -6.2% | 150 | +0.7% | 0.01% | -11.1% |
| Q2 2019 | $16,000 | +6.7% | 149 | +0.7% | 0.01% | 0.0% |
| Q1 2019 | $15,000 | +15.4% | 148 | +0.7% | 0.01% | 0.0% |
| Q4 2018 | $13,000 | -18.8% | 147 | +0.7% | 0.01% | 0.0% |
| Q3 2018 | $16,000 | – | 146 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Philadelphia Financial Management of San Francisco, LLC | 200,000 | $28,914,580 | 7.36% |
| Roger Wittlin Investment Advisory, LLC | 33,591 | $4,856,581 | 4.12% |
| LWS Wealth Advisors, Inc. | 59,421 | $8,591,000 | 3.76% |
| ShoreHaven Wealth Partners, LLC | 6,461 | $934,086 | 0.64% |
| GeoWealth Management, LLC | 32,466 | $4,694 | 0.53% |
| Keystone Wealth Services, LLC | 6,149 | $889,031 | 0.34% |
| Flagship Private Wealth, LLC | 1,531 | $221,273 | 0.20% |
| EVOKE WEALTH, LLC | 33,591 | $4,856,581 | 0.17% |
| MONEY CONCEPTS CAPITAL CORP | 10,397 | $1,503,121 | 0.16% |
| Prosperity Consulting Group, LLC | 1,940 | $280,504 | 0.13% |