SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 137 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $920,017 | -90.5% | 6,890 | -89.9% | 0.01% | -90.5% |
| Q2 2023 | $9,638,836 | -12.8% | 68,532 | -15.2% | 0.08% | -20.8% |
| Q1 2023 | $11,057,563 | +4773.9% | 80,830 | +135.2% | 0.11% | +863.6% |
| Q4 2022 | $226,871 | -72.7% | 34,363 | +409.2% | 0.01% | +10.0% |
| Q3 2022 | $832,000 | +4.5% | 6,749 | +11.0% | 0.01% | +42.9% |
| Q2 2022 | $796,000 | +24.4% | 6,079 | +36.5% | 0.01% | +40.0% |
| Q1 2022 | $640,000 | +7.9% | 4,453 | +13.2% | 0.01% | +25.0% |
| Q4 2021 | $593,000 | +24.6% | 3,935 | +10.4% | 0.00% | +33.3% |
| Q3 2021 | $476,000 | +46.5% | 3,565 | +46.2% | 0.00% | 0.0% |
| Q2 2021 | $325,000 | +4.8% | 2,439 | -1.3% | 0.00% | 0.0% |
| Q1 2021 | $310,000 | +6.2% | 2,472 | +1.6% | 0.00% | 0.0% |
| Q4 2020 | $292,000 | +7.7% | 2,434 | -2.6% | 0.00% | -25.0% |
| Q3 2020 | $271,000 | -27.2% | 2,499 | -31.5% | 0.00% | -20.0% |
| Q2 2020 | $372,000 | -65.1% | 3,647 | -69.0% | 0.01% | -75.0% |
| Q1 2020 | $1,066,000 | -0.6% | 11,766 | +25.3% | 0.02% | +17.6% |
| Q4 2019 | $1,072,000 | – | 9,389 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | 256,738 | $23,260,000 | 11.96% |
| Blue Sky Asset Management, LLC | 187,206 | $16,961,000 | 6.83% |
| HBW ADVISORY SERVICES LLC | 76,818 | $7,395,000 | 5.35% |
| ARQ WEALTH ADVISORS, LLC | 41,000 | $3,715,000 | 4.23% |
| CLIENT 1ST ADVISORY GROUP, LLC | 32,528 | $2,947,000 | 3.11% |
| Darwin Wealth Management, LLC | 105,066 | $9,499,000 | 3.02% |
| Harvest Investment Services, LLC | 21,138 | $1,915,000 | 2.55% |
| Cooper Financial Group | 53,991 | $4,892,000 | 2.04% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 10,279 | $931,000 | 1.99% |
| Argent Advisors, Inc. | 20,546 | $1,861,000 | 1.86% |