SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 114 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $9,166 | -49.1% | 67 | -49.2% | 0.00% | -66.7% |
| Q2 2021 | $18,000 | +12.5% | 132 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $16,000 | -78.7% | 132 | -80.9% | 0.00% | -88.5% |
| Q3 2020 | $75,000 | -15.7% | 690 | -21.1% | 0.03% | -36.6% |
| Q2 2020 | $89,000 | +12.7% | 875 | +0.1% | 0.04% | -14.6% |
| Q1 2020 | $79,000 | +12.9% | 874 | +42.6% | 0.05% | +41.2% |
| Q4 2019 | $70,000 | +7.7% | 613 | +5.3% | 0.03% | 0.0% |
| Q3 2019 | $65,000 | +103.1% | 582 | +83.6% | 0.03% | +88.9% |
| Q1 2019 | $32,000 | +23.1% | 317 | +7.5% | 0.02% | 0.0% |
| Q4 2018 | $26,000 | – | 295 | – | 0.02% | – |
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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% |