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 | $87,558 | -5.0% | 656 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $92,189 | +2.8% | 656 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $89,677 | -54.1% | 656 | -68.2% | 0.00% | -80.0% |
| Q4 2022 | $195,392 | -35.9% | 2,065 | -22.9% | 0.01% | -58.3% |
| Q4 2019 | $305,000 | +21.5% | 2,678 | +19.1% | 0.01% | +9.1% |
| Q3 2019 | $251,000 | – | 2,249 | – | 0.01% | – |
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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% |