SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 113 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $440,855 | -6.0% | 3,302 | -1.0% | 0.03% | -3.0% |
| Q2 2023 | $469,042 | -14.5% | 3,336 | -16.8% | 0.03% | -15.4% |
| Q1 2023 | $548,854 | +1.0% | 4,012 | +0.1% | 0.04% | -7.1% |
| Q4 2022 | $543,562 | -8.2% | 4,007 | -16.5% | 0.04% | -14.3% |
| Q3 2022 | $592,000 | -44.2% | 4,797 | -40.8% | 0.05% | -42.4% |
| Q2 2022 | $1,061,000 | -8.7% | 8,102 | +0.1% | 0.08% | +9.0% |
| Q1 2022 | $1,162,000 | -12.0% | 8,091 | -7.7% | 0.08% | -9.3% |
| Q4 2021 | $1,321,000 | +59.0% | 8,767 | +40.4% | 0.09% | +32.3% |
| Q2 2021 | $831,000 | +20.3% | 6,246 | +13.3% | 0.06% | -3.0% |
| Q1 2021 | $691,000 | -0.3% | 5,514 | -4.5% | 0.07% | -6.9% |
| Q4 2020 | $693,000 | -48.0% | 5,774 | -50.5% | 0.07% | -57.1% |
| Q4 2019 | $1,333,000 | – | 11,673 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | 269,307 | $27,485,000 | 8.33% |
| Blue Sky Asset Management, LLC | 39,599 | $4,041,000 | 5.00% |
| ARQ WEALTH ADVISORS, LLC | 44,383 | $4,530,000 | 4.40% |
| HBW ADVISORY SERVICES LLC | 81,264 | $8,294,000 | 3.85% |
| Darwin Wealth Management, LLC | 102,372 | $10,447,000 | 2.66% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 10,494 | $1,071,000 | 2.27% |
| Squar Milner Financial Services LLC | 27,338 | $2,790,000 | 1.58% |
| Royal Fund Management, LLC | 35,707 | $3,644,000 | 1.28% |
| Harvest Investment Services, LLC | 21,242 | $2,167,000 | 1.28% |
| AdvisorNet Financial, Inc | 119,265 | $12,172,000 | 0.98% |