SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 125 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $800 | -4.1% | 5,989 | +0.9% | 0.01% | 0.0% |
| Q2 2023 | $834 | +5.4% | 5,933 | +2.6% | 0.01% | 0.0% |
| Q1 2023 | $791 | -4.4% | 5,782 | -5.2% | 0.01% | -16.7% |
| Q4 2022 | $827 | -99.9% | 6,099 | +7.4% | 0.01% | 0.0% |
| Q3 2022 | $701,000 | -20.7% | 5,681 | -15.8% | 0.01% | -14.3% |
| Q2 2022 | $884,000 | -31.5% | 6,747 | -24.8% | 0.01% | -22.2% |
| Q1 2022 | $1,290,000 | +1492.6% | 8,978 | +1565.7% | 0.01% | +800.0% |
| Q4 2021 | $81,000 | +523.1% | 539 | +439.0% | 0.00% | – |
| Q2 2021 | $13,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2021 | $13,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2020 | $13,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2020 | $13,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2020 | $13,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2020 | $13,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2019 | $13,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2019 | $13,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2019 | $13,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2019 | $13,000 | – | 100 | – | 0.00% | – |
Download | ||||||
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% |