SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 87 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $799,000 | +1.0% | 6,374 | -3.3% | 0.00% | -20.0% |
| Q4 2020 | $791,000 | -20.2% | 6,592 | -27.9% | 0.01% | -16.7% |
| Q3 2020 | $991,000 | -7.7% | 9,148 | -13.1% | 0.01% | -25.0% |
| Q2 2020 | $1,074,000 | +12.8% | 10,522 | +0.1% | 0.01% | 0.0% |
| Q1 2020 | $952,000 | -12.3% | 10,510 | +10.6% | 0.01% | +14.3% |
| Q4 2019 | $1,085,000 | +125.6% | 9,502 | +120.4% | 0.01% | +133.3% |
| Q3 2019 | $481,000 | +41.5% | 4,312 | +36.4% | 0.00% | +50.0% |
| Q2 2019 | $340,000 | +4.3% | 3,161 | -2.7% | 0.00% | 0.0% |
| Q1 2019 | $326,000 | – | 3,248 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARQ WEALTH ADVISORS, LLC | 57,927 | $7,727,000 | 4.97% |
| Newfound Research LLC | 13,106 | $1,748,000 | 2.83% |
| FIRST AMERICAN TRUST, FSB | 128,389 | $17,127,000 | 2.59% |
| Thrive Capital Management, LLC | 20,725 | $2,765,000 | 2.04% |
| Financial Insights, Inc. | 9,791 | $1,306,000 | 1.20% |
| Main Street Financial Solutions, LLC | 51,285 | $6,841,000 | 1.05% |
| Fulcrum Equity Management | 20,300 | $2,708,000 | 1.05% |
| AdvisorNet Financial, Inc | 94,935 | $12,664,000 | 0.88% |
| Baltimore-Washington Financial Advisors, Inc. | 74,768 | $9,974,000 | 0.88% |
| Harvest Investment Services, LLC | 12,738 | $1,699,000 | 0.69% |