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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $891,091 | -13.6% | 5,999 | -14.8% | 0.00% | – |
| Q2 2021 | $1,031,000 | +4.0% | 7,038 | -1.4% | 0.00% | – |
| Q1 2021 | $991,000 | +16.0% | 7,138 | +1.4% | 0.00% | – |
| Q4 2020 | $854,000 | +19.3% | 7,038 | 0.0% | 0.00% | – |
| Q3 2020 | $716,000 | +4.1% | 7,038 | 0.0% | 0.00% | – |
| Q2 2020 | $688,000 | +18.8% | 7,038 | 0.0% | 0.00% | – |
| Q1 2020 | $579,000 | -27.3% | 7,038 | 0.0% | 0.00% | – |
| Q4 2019 | $796,000 | +7.7% | 7,038 | 0.0% | 0.00% | – |
| Q3 2019 | $739,000 | +1.1% | 7,038 | 0.0% | 0.00% | – |
| Q2 2019 | $731,000 | +2.4% | 7,038 | 0.0% | 0.00% | – |
| Q1 2019 | $714,000 | +10.5% | 7,038 | 0.0% | 0.00% | – |
| Q4 2018 | $646,000 | -14.6% | 7,038 | 0.0% | 0.00% | – |
| Q3 2018 | $756,000 | +5.0% | 7,038 | 0.0% | 0.00% | – |
| Q2 2018 | $720,000 | +3.3% | 7,038 | 0.0% | 0.00% | – |
| Q1 2018 | $697,000 | -2.9% | 7,038 | 0.0% | 0.00% | – |
| Q4 2017 | $718,000 | +4.2% | 7,038 | -2.0% | 0.00% | – |
| Q3 2017 | $689,000 | +3.5% | 7,184 | 0.0% | 0.00% | – |
| Q2 2017 | $666,000 | – | 7,184 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LWS Wealth Advisors, Inc. | 60,495 | $7,615,000 | 2.92% |
| Stratos Wealth Advisors, LLC | 56,595 | $7,124,000 | 0.75% |
| Prosperity Consulting Group, LLC | 2,499 | $315,000 | 0.26% |
| IHT Wealth Management, LLC | 21,615 | $2,721,000 | 0.21% |
| Merit Financial Group, LLC | 26,297 | $3,310,000 | 0.14% |
| Professional Financial Advisors, LLC | 1,539 | $194,000 | 0.12% |
| Koshinski Asset Management, Inc. | 4,142 | $521,000 | 0.06% |
| J.W. COLE ADVISORS, INC. | 5,834 | $734,000 | 0.06% |
| GREAT VALLEY ADVISOR GROUP, INC. | 7,379 | $929,000 | 0.05% |
| American Portfolios Advisors | 9,365 | $1,178,903 | 0.05% |