SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 66 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $438,000 | 0.0% | 3,649 | 0.0% | 0.22% | 0.0% |
| Q4 2020 | $438,000 | +9.5% | 3,649 | -1.1% | 0.22% | +36.4% |
| Q3 2020 | $400,000 | +3.4% | 3,688 | -2.7% | 0.16% | -16.5% |
| Q2 2020 | $387,000 | -53.8% | 3,792 | -49.5% | 0.19% | -53.5% |
| Q3 2019 | $837,000 | +55.9% | 7,508 | +50.7% | 0.42% | +48.4% |
| Q2 2019 | $537,000 | +1.9% | 4,983 | -5.1% | 0.28% | +2.6% |
| Q1 2019 | $527,000 | +27.3% | 5,253 | +13.0% | 0.27% | +5.0% |
| Q4 2018 | $414,000 | -5.9% | 4,647 | +2.6% | 0.26% | +3.6% |
| Q3 2018 | $440,000 | – | 4,530 | – | 0.25% | – |
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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% |