SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 1 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,296,688 | -0.1% | 9,711 | +5.2% | 0.07% | -2.9% |
| Q2 2023 | $1,298,224 | -40.1% | 9,233 | -41.7% | 0.07% | -45.2% |
| Q1 2023 | $2,166,627 | +1.6% | 15,838 | +0.8% | 0.12% | -7.5% |
| Q4 2022 | $2,131,712 | +20.8% | 15,717 | +9.9% | 0.13% | 0.0% |
| Q3 2022 | $1,765,000 | -3.6% | 14,301 | +2.3% | 0.13% | -16.8% |
| Q2 2022 | $1,831,000 | -7.9% | 13,981 | +1.1% | 0.16% | +6.6% |
| Q1 2022 | $1,987,000 | +23.6% | 13,828 | +29.6% | 0.15% | +28.0% |
| Q4 2021 | $1,607,000 | +14.2% | 10,667 | +1.1% | 0.12% | +2.6% |
| Q3 2021 | $1,407,000 | -2.0% | 10,548 | -2.1% | 0.12% | +26.4% |
| Q2 2021 | $1,435,000 | +7.2% | 10,779 | +0.9% | 0.09% | -5.2% |
| Q1 2021 | $1,339,000 | +0.8% | 10,687 | -3.6% | 0.10% | -12.7% |
| Q4 2020 | $1,329,000 | +15.5% | 11,083 | +4.4% | 0.11% | -5.2% |
| Q3 2020 | $1,151,000 | – | 10,618 | – | 0.12% | – |
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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% |