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% | – |
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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% |