Atria Investments, Inc - SPDR SER TR ownership

SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 130 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$4,193,708
-5.3%
31,407
-0.3%
0.08%
-6.2%
Q2 2023$4,427,659
+119.0%
31,489
+107.7%
0.08%
+116.2%
Q3 2021$2,022,000
-81.7%
15,160
-84.7%
0.04%
-90.6%
Q3 2019$11,052,000
+3.4%
99,140
+1.3%
0.39%
-1.3%
Q2 2019$10,685,00097,8490.40%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
CREATIVE FINANCIAL DESIGNS INC /ADV 269,307$27,485,0008.33%
Blue Sky Asset Management, LLC 39,599$4,041,0005.00%
ARQ WEALTH ADVISORS, LLC 44,383$4,530,0004.40%
HBW ADVISORY SERVICES LLC 81,264$8,294,0003.85%
Darwin Wealth Management, LLC 102,372$10,447,0002.66%
MACROVIEW INVESTMENT MANAGEMENT LLC 10,494$1,071,0002.27%
Squar Milner Financial Services LLC 27,338$2,790,0001.58%
Royal Fund Management, LLC 35,707$3,644,0001.28%
Harvest Investment Services, LLC 21,242$2,167,0001.28%
AdvisorNet Financial, Inc 119,265$12,172,0000.98%
View complete list of SPDR SER TR shareholders