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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |