SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 146 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $531,075 | -3.7% | 3,978 | +1.4% | 0.01% | -6.7% |
| Q2 2023 | $551,427 | +597.4% | 3,922 | +578.5% | 0.02% | +650.0% |
| Q1 2023 | $79,070 | +128.6% | 578 | +126.7% | 0.00% | +100.0% |
| Q4 2022 | $34,586 | +284.3% | 255 | +231.2% | 0.00% | – |
| Q4 2020 | $9,000 | -35.7% | 77 | -38.4% | 0.00% | -100.0% |
| Q4 2019 | $14,000 | – | 125 | – | 0.00% | – |
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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% |