SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 125 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $302,000 | -4.7% | 2,104 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $317,000 | +12.8% | 2,104 | 0.0% | 0.03% | +4.0% |
| Q3 2021 | $281,000 | +0.4% | 2,104 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $280,000 | +6.1% | 2,104 | 0.0% | 0.02% | -3.8% |
| Q1 2021 | $264,000 | +4.8% | 2,104 | 0.0% | 0.03% | -3.7% |
| Q4 2020 | $252,000 | +10.5% | 2,104 | 0.0% | 0.03% | -3.6% |
| Q3 2020 | $228,000 | +6.0% | 2,104 | 0.0% | 0.03% | -9.7% |
| Q2 2020 | $215,000 | +12.6% | 2,104 | 0.0% | 0.03% | -8.8% |
| Q1 2020 | $191,000 | -20.4% | 2,104 | 0.0% | 0.03% | -2.9% |
| Q4 2019 | $240,000 | +2.1% | 2,104 | 0.0% | 0.04% | -12.5% |
| Q3 2019 | $235,000 | – | 2,104 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Syntegra Private Wealth Group, LLC | 573,202 | $76,536,995 | 12.02% |
| Astor Investment Management LLC | 143,887 | $19,212,569 | 7.23% |
| McNaughton Wealth Management, LLC | 80,224 | $10,711,942 | 7.12% |
| WIN ADVISORS, INC | 83,537 | $11,154,311 | 5.46% |
| Centennial Wealth Advisory LLC | 47,291 | $6,314,577 | 3.39% |
| BROWN WEALTH MANAGEMENT, LLC | 50,620 | $6,759,097 | 3.22% |
| HF Advisory Group, LLC | 32,251 | $4,306,403 | 3.19% |
| FIRST AMERICAN TRUST, FSB | 145,046 | $19,367,381 | 2.74% |
| Baltimore-Washington Financial Advisors, Inc. | 241,896 | $32,299,267 | 2.61% |
| Gerber Kawasaki Wealth & Investment Management | 242,951 | $32,440,153 | 2.21% |