SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 126 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $985,000 | -68.3% | 7,525 | -67.7% | 0.05% | -57.6% |
| Q3 2021 | $3,110,000 | +968.7% | 23,317 | +965.7% | 0.12% | +733.3% |
| Q2 2021 | $291,000 | -88.4% | 2,188 | -90.5% | 0.02% | -91.9% |
| Q3 2020 | $2,498,000 | -47.6% | 23,049 | -50.7% | 0.18% | -50.9% |
| Q2 2020 | $4,770,000 | +40.6% | 46,734 | +24.8% | 0.38% | +102.7% |
| Q1 2020 | $3,393,000 | – | 37,455 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARQ WEALTH ADVISORS, LLC | 48,122 | $7,250,000 | 5.15% |
| Thrive Capital Management, LLC | 30,258 | $4,559,000 | 2.97% |
| FIRST AMERICAN TRUST, FSB | 143,736 | $21,656,000 | 2.96% |
| Newfound Research LLC | 15,333 | $2,310,000 | 2.79% |
| Empirical Asset Management, LLC | 11,650 | $1,755,000 | 1.69% |
| Main Street Financial Solutions, LLC | 59,691 | $8,993,000 | 1.27% |
| Financial Insights, Inc. | 9,421 | $1,419,000 | 1.22% |
| Almanack Investment Partners, LLC. | 85,298 | $12,851,000 | 1.04% |
| Baltimore-Washington Financial Advisors, Inc. | 81,024 | $12,207,000 | 0.98% |
| AdvisorNet Financial, Inc | 94,634 | $14,258,000 | 0.88% |