Bogart Wealth, LLC - SPDR SER TR ownership

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
Bogart Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$152,842
-3.2%
1,145
+2.0%
0.01%
-10.0%
Q2 2023$157,969
+2.9%
1,123
+0.1%
0.01%0.0%
Q1 2023$153,539
+1.0%
1,122
+0.1%
0.01%
-9.1%
Q4 2022$152,080
+10.2%
1,121
+0.1%
0.01%
-8.3%
Q3 2022$138,000
-5.5%
1,120
+0.1%
0.01%
-7.7%
Q2 2022$146,000
-7.6%
1,119
+2.0%
0.01%
-7.1%
Q1 2022$158,000
-10.7%
1,097
-6.6%
0.01%
-12.5%
Q4 2021$177,000
+13.5%
1,175
+0.2%
0.02%0.0%
Q3 2021$156,0000.0%1,173
+0.1%
0.02%
-5.9%
Q2 2021$156,000
+5.4%
1,172
-0.6%
0.02%
-19.0%
Q1 2021$148,000
+2.1%
1,179
-2.6%
0.02%
-22.2%
Q4 2020$145,000
+18.9%
1,211
+6.9%
0.03%0.0%
Q3 2020$122,000
+23.2%
1,133
+17.0%
0.03%
+17.4%
Q2 2020$99,000
+12.5%
9680.0%0.02%
-4.2%
Q1 2020$88,000
-11.1%
968
+11.4%
0.02%
-25.0%
Q4 2019$99,000
+6.5%
869
+3.8%
0.03%
-30.4%
Q3 2019$93,000
+520.0%
837
+485.3%
0.05%
+411.1%
Q2 2019$15,0001430.01%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Blue Sky Asset Management, LLC 18,016$2,142,0008.33%
ARQ WEALTH ADVISORS, LLC 53,477$6,415,0004.03%
MACROVIEW INVESTMENT MANAGEMENT LLC 10,711$1,285,0001.91%
Financial Gravity Asset Management, Inc. 16,227$1,945,0001.78%
Thrive Capital Management, LLC 9,507$1,140,0001.21%
Main Street Financial Solutions, LLC 48,231$5,785,0001.18%
Royal Fund Management, LLC 42,172$5,058,0001.07%
Harvest Investment Services, LLC 14,654$1,757,0000.90%
BAKER TILLY WEALTH MANAGEMENT, LLC 24,264$2,910,0000.90%
AdvisorNet Financial, Inc 90,736$10,884,0000.88%
View complete list of SPDR SER TR shareholders