SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 163 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |