SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 130 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $271,541 | +2.8% | 1,931 | +0.1% | 0.04% | -2.4% |
| Q1 2023 | $264,088 | +0.9% | 1,930 | 0.0% | 0.04% | -2.3% |
| Q4 2022 | $261,736 | +10.0% | 1,930 | +0.1% | 0.04% | +2.4% |
| Q3 2022 | $238,000 | -15.3% | 1,929 | -1.2% | 0.04% | +5.0% |
| Q1 2022 | $281,000 | -5.4% | 1,952 | -1.1% | 0.04% | 0.0% |
| Q4 2021 | $297,000 | +12.9% | 1,974 | +0.1% | 0.04% | +5.3% |
| Q3 2021 | $263,000 | 0.0% | 1,973 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $263,000 | +6.5% | 1,973 | +0.1% | 0.04% | -2.6% |
| Q1 2021 | $247,000 | +12.8% | 1,972 | +8.1% | 0.04% | -4.9% |
| Q4 2020 | $219,000 | +17.7% | 1,825 | 0.0% | 0.04% | -4.7% |
| Q2 2020 | $186,000 | +26.5% | 1,825 | +12.6% | 0.04% | +7.5% |
| Q1 2020 | $147,000 | +116.2% | 1,621 | +171.5% | 0.04% | +166.7% |
| Q4 2019 | $68,000 | +3.0% | 597 | +0.7% | 0.02% | 0.0% |
| Q3 2019 | $66,000 | – | 593 | – | 0.02% | – |
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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% |