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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,182 | -99.1% | 16,087 | +707.2% | 1.05% | +756.9% |
| Q3 2022 | $246,000 | -85.7% | 1,993 | -86.7% | 0.12% | -87.2% |
| Q4 2019 | $1,715,000 | +37.5% | 15,014 | +34.2% | 0.96% | +32.5% |
| Q3 2019 | $1,247,000 | +23.7% | 11,184 | +19.5% | 0.72% | +27.3% |
| Q2 2019 | $1,008,000 | – | 9,358 | – | 0.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Syntegra Private Wealth Group, LLC | 573,202 | $76,536,995 | 12.02% |
| Astor Investment Management LLC | 143,887 | $19,212,569 | 7.23% |
| McNaughton Wealth Management, LLC | 80,224 | $10,711,942 | 7.12% |
| WIN ADVISORS, INC | 83,537 | $11,154,311 | 5.46% |
| Centennial Wealth Advisory LLC | 47,291 | $6,314,577 | 3.39% |
| BROWN WEALTH MANAGEMENT, LLC | 50,620 | $6,759,097 | 3.22% |
| HF Advisory Group, LLC | 32,251 | $4,306,403 | 3.19% |
| FIRST AMERICAN TRUST, FSB | 145,046 | $19,367,381 | 2.74% |
| Baltimore-Washington Financial Advisors, Inc. | 241,896 | $32,299,267 | 2.61% |
| Gerber Kawasaki Wealth & Investment Management | 242,951 | $32,440,153 | 2.21% |