SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 126 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,797 | -5.0% | 28 | 0.0% | 0.00% | – |
| Q2 2023 | $3,996 | +2.8% | 28 | 0.0% | 0.00% | – |
| Q1 2023 | $3,886 | -2.8% | 28 | 0.0% | 0.00% | -100.0% |
| Q3 2022 | $4,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q2 2022 | $4,000 | 0.0% | 28 | -6.7% | 0.00% | – |
| Q1 2022 | $4,000 | -20.0% | 30 | 0.0% | 0.00% | -100.0% |
| Q4 2021 | $5,000 | +25.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $4,000 | +33.3% | 30 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | -98.7% | 30 | -98.8% | 0.00% | -98.2% |
| Q1 2020 | $230,000 | -10.2% | 2,540 | +13.4% | 0.06% | -18.8% |
| Q4 2019 | $256,000 | +41.4% | 2,240 | +38.4% | 0.07% | +38.0% |
| Q3 2019 | $181,000 | +58.8% | 1,619 | +55.1% | 0.05% | +42.9% |
| Q2 2019 | $114,000 | +37.3% | 1,044 | +26.7% | 0.04% | +12.9% |
| Q1 2019 | $83,000 | +102.4% | 824 | +78.7% | 0.03% | +72.2% |
| Q4 2018 | $41,000 | – | 461 | – | 0.02% | – |
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% |