SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 163 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $212 | -99.9% | 1,553 | -27.6% | 0.02% | +60.0% |
| Q1 2021 | $287,000 | -12.2% | 2,144 | -21.4% | 0.01% | -28.6% |
| Q4 2020 | $327,000 | +10.5% | 2,729 | 0.0% | 0.01% | -6.7% |
| Q3 2020 | $296,000 | +2.1% | 2,729 | -4.0% | 0.02% | -6.2% |
| Q2 2020 | $290,000 | -23.1% | 2,844 | -31.6% | 0.02% | -42.9% |
| Q1 2020 | $377,000 | +52.0% | 4,158 | +91.1% | 0.03% | +47.4% |
| Q4 2019 | $248,000 | +213.9% | 2,176 | +205.2% | 0.02% | +171.4% |
| Q3 2019 | $79,000 | – | 713 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | 269,307 | $27,485,000 | 8.33% |
| Blue Sky Asset Management, LLC | 39,599 | $4,041,000 | 5.00% |
| ARQ WEALTH ADVISORS, LLC | 44,383 | $4,530,000 | 4.40% |
| HBW ADVISORY SERVICES LLC | 81,264 | $8,294,000 | 3.85% |
| Darwin Wealth Management, LLC | 102,372 | $10,447,000 | 2.66% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 10,494 | $1,071,000 | 2.27% |
| Squar Milner Financial Services LLC | 27,338 | $2,790,000 | 1.58% |
| Royal Fund Management, LLC | 35,707 | $3,644,000 | 1.28% |
| Harvest Investment Services, LLC | 21,242 | $2,167,000 | 1.28% |
| AdvisorNet Financial, Inc | 119,265 | $12,172,000 | 0.98% |