SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 140 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $268,000 | -90.2% | 2,627 | -91.3% | 0.05% | -91.4% |
| Q1 2020 | $2,730,000 | -25.8% | 30,129 | -6.5% | 0.54% | -16.0% |
| Q4 2019 | $3,681,000 | +9.0% | 32,229 | +6.4% | 0.64% | -1.1% |
| Q3 2019 | $3,378,000 | +13.8% | 30,302 | +9.9% | 0.65% | +12.2% |
| Q2 2019 | $2,969,000 | +57.7% | 27,569 | +46.9% | 0.58% | +46.6% |
| Q1 2019 | $1,883,000 | +184.9% | 18,762 | +152.7% | 0.39% | +144.1% |
| Q4 2018 | $661,000 | – | 7,424 | – | 0.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Blue Sky Asset Management, LLC | 23,439 | $2,540,000 | 11.03% |
| ARQ WEALTH ADVISORS, LLC | 43,394 | $4,703,000 | 4.53% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 10,678 | $1,157,000 | 1.98% |
| Harvest Investment Services, LLC | 18,926 | $2,051,000 | 1.18% |
| Royal Fund Management, LLC | 39,465 | $4,276,000 | 1.09% |
| AdvisorNet Financial, Inc | 95,818 | $10,384,000 | 0.89% |
| Darwin Wealth Management, LLC | 36,259 | $3,929,000 | 0.85% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 29,206 | $3,165,000 | 0.78% |
| RIVERSEDGE ADVISORS, LLC | 13,602 | $1,474,000 | 0.78% |
| Baltimore-Washington Financial Advisors, Inc. | 52,136 | $5,650,000 | 0.73% |