SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 146 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $212,884 | -0.2% | 1,514 | -2.9% | 0.00% | – |
| Q1 2023 | $213,408 | +3.9% | 1,560 | +3.0% | 0.00% | – |
| Q4 2022 | $205,344 | -5.8% | 1,514 | 0.0% | 0.00% | – |
| Q1 2022 | $218,000 | 0.0% | 1,514 | +4.8% | 0.00% | – |
| Q4 2021 | $218,000 | +8.5% | 1,444 | -17.8% | 0.00% | -100.0% |
| Q4 2019 | $201,000 | – | 1,756 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Blue Sky Asset Management, LLC | 18,016 | $2,142,000 | 8.33% |
| ARQ WEALTH ADVISORS, LLC | 53,477 | $6,415,000 | 4.03% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 10,711 | $1,285,000 | 1.91% |
| Financial Gravity Asset Management, Inc. | 16,227 | $1,945,000 | 1.78% |
| Thrive Capital Management, LLC | 9,507 | $1,140,000 | 1.21% |
| Main Street Financial Solutions, LLC | 48,231 | $5,785,000 | 1.18% |
| Royal Fund Management, LLC | 42,172 | $5,058,000 | 1.07% |
| Harvest Investment Services, LLC | 14,654 | $1,757,000 | 0.90% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 24,264 | $2,910,000 | 0.90% |
| AdvisorNet Financial, Inc | 90,736 | $10,884,000 | 0.88% |