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 | $70,768 | -5.0% | 530 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $74,524 | +68.7% | 530 | +64.1% | 0.00% | +100.0% |
| Q1 2023 | $44,186 | +0.9% | 323 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $43,808 | +9.5% | 323 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $40,000 | -4.8% | 323 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $42,000 | -8.7% | 323 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $46,000 | -6.1% | 323 | 0.0% | 0.00% | -50.0% |
| Q4 2021 | $49,000 | +14.0% | 323 | 0.0% | 0.00% | +100.0% |
| Q3 2021 | $43,000 | 0.0% | 323 | 0.0% | 0.00% | -50.0% |
| Q2 2021 | $43,000 | +7.5% | 323 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $40,000 | +2.6% | 323 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $39,000 | +11.4% | 323 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $35,000 | +6.1% | 323 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $33,000 | +13.8% | 323 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $29,000 | -21.6% | 323 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $37,000 | +2.8% | 323 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $36,000 | – | 323 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Blue Sky Asset Management, LLC | 23,439 | $2,540,000 | 11.03% |
| ARQ WEALTH ADVISORS, LLC | 43,394 | $4,703,000 | 4.53% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 10,678 | $1,157,000 | 1.98% |
| Harvest Investment Services, LLC | 18,926 | $2,051,000 | 1.18% |
| Royal Fund Management, LLC | 39,465 | $4,276,000 | 1.09% |
| AdvisorNet Financial, Inc | 95,818 | $10,384,000 | 0.89% |
| Darwin Wealth Management, LLC | 36,259 | $3,929,000 | 0.85% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 29,206 | $3,165,000 | 0.78% |
| RIVERSEDGE ADVISORS, LLC | 13,602 | $1,474,000 | 0.78% |
| Baltimore-Washington Financial Advisors, Inc. | 52,136 | $5,650,000 | 0.73% |