SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 113 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $204,000 | -20.9% | 1,422 | -16.9% | 0.07% | -17.6% |
| Q4 2021 | $258,000 | +28.4% | 1,712 | +13.8% | 0.08% | +16.4% |
| Q3 2021 | $201,000 | -5.6% | 1,504 | -5.9% | 0.07% | -6.4% |
| Q2 2021 | $213,000 | +3.4% | 1,599 | -3.1% | 0.08% | -2.5% |
| Q1 2021 | $206,000 | -7.2% | 1,651 | -11.2% | 0.08% | -12.1% |
| Q4 2020 | $222,000 | +9.9% | 1,859 | -0.6% | 0.09% | -2.2% |
| Q3 2020 | $202,000 | -1.9% | 1,871 | -18.0% | 0.09% | -17.0% |
| Q1 2020 | $206,000 | -37.0% | 2,281 | -20.4% | 0.11% | -13.2% |
| Q4 2019 | $327,000 | +2.5% | 2,864 | 0.0% | 0.13% | -7.9% |
| Q3 2019 | $319,000 | +26.6% | 2,864 | +22.1% | 0.14% | +25.0% |
| Q2 2019 | $252,000 | +7.2% | 2,345 | 0.0% | 0.11% | +4.7% |
| Q1 2019 | $235,000 | +7.3% | 2,345 | -5.0% | 0.11% | -0.9% |
| Q4 2018 | $219,000 | – | 2,469 | – | 0.11% | – |
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% |