Belpointe Asset Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 31 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$309,168
+0.2%
2,260
-0.7%
0.02%
-10.5%
Q4 2022$308,558
+6.0%
2,275
-3.5%
0.02%
-5.0%
Q3 2022$291,000
-11.0%
2,357
-5.6%
0.02%
-9.1%
Q2 2022$327,000
-8.9%
2,4960.0%0.02%0.0%
Q1 2022$359,000
-18.4%
2,496
-14.4%
0.02%
-18.5%
Q4 2021$440,000
+13.1%
2,9170.0%0.03%0.0%
Q3 2021$389,000
+3.5%
2,917
+3.4%
0.03%0.0%
Q2 2021$376,000
+6.2%
2,8220.0%0.03%
-10.0%
Q1 2021$354,000
-1.1%
2,822
-5.4%
0.03%
-6.2%
Q4 2020$358,000
-66.7%
2,982
-73.5%
0.03%
-56.2%
Q3 2020$1,074,000
+253.3%
11,274
+278.1%
0.07%
+87.2%
Q2 2020$304,000
-59.5%
2,982
-64.0%
0.04%
-70.5%
Q1 2020$751,000
-56.8%
8,292
-45.5%
0.13%
-40.0%
Q4 2019$1,737,000
+84.8%
15,205
+80.3%
0.22%
+44.7%
Q3 2019$940,000
+143.5%
8,432
+135.4%
0.15%
+100.0%
Q2 2019$386,000
+1.0%
3,582
-16.5%
0.08%
-21.6%
Q4 2018$382,000
-9.3%
4,289
-1.0%
0.10%
+44.8%
Q3 2018$421,000
+1.0%
4,333
-5.8%
0.07%
-26.4%
Q4 2017$417,000
+42.8%
4,600
+39.6%
0.09%
+33.8%
Q3 2017$292,0003,2940.07%
Other shareholders
SPDR SER TR shareholders Q1 2018
NameSharesValueWeighting ↓
CREATIVE FINANCIAL DESIGNS INC /ADV 269,307$27,485,0008.33%
Blue Sky Asset Management, LLC 39,599$4,041,0005.00%
ARQ WEALTH ADVISORS, LLC 44,383$4,530,0004.40%
HBW ADVISORY SERVICES LLC 81,264$8,294,0003.85%
Darwin Wealth Management, LLC 102,372$10,447,0002.66%
MACROVIEW INVESTMENT MANAGEMENT LLC 10,494$1,071,0002.27%
Squar Milner Financial Services LLC 27,338$2,790,0001.58%
Royal Fund Management, LLC 35,707$3,644,0001.28%
Harvest Investment Services, LLC 21,242$2,167,0001.28%
AdvisorNet Financial, Inc 119,265$12,172,0000.98%
View complete list of SPDR SER TR shareholders