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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $521,417 | -5.0% | 3,905 | 0.0% | 0.02% | -9.1% |
Q2 2023 | $549,084 | +2.8% | 3,905 | 0.0% | 0.02% | -4.3% |
Q1 2023 | $534,204 | +6.9% | 3,905 | +6.0% | 0.02% | -4.2% |
Q4 2022 | $499,797 | -3.1% | 3,685 | -11.9% | 0.02% | -11.1% |
Q3 2022 | $516,000 | -10.1% | 4,185 | -4.6% | 0.03% | -10.0% |
Q2 2022 | $574,000 | -8.9% | 4,385 | 0.0% | 0.03% | -3.2% |
Q1 2022 | $630,000 | -5.1% | 4,385 | -0.6% | 0.03% | -6.1% |
Q4 2021 | $664,000 | – | 4,410 | – | 0.03% | – |
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% |