SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 147 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,917 | -72.9% | 65 | -72.3% | 0.00% | – |
| Q1 2024 | $36,599 | +7.4% | 235 | 0.0% | 0.00% | – |
| Q4 2023 | $34,077 | +8.6% | 235 | 0.0% | 0.00% | – |
| Q3 2023 | $31,379 | +2398.3% | 235 | +1466.7% | 0.00% | – |
| Q2 2023 | $1,256 | -93.5% | 15 | -89.4% | 0.00% | – |
| Q1 2023 | $19,426 | -34.3% | 142 | -34.9% | 0.00% | – |
| Q4 2022 | $29,567 | -96.1% | 218 | -96.5% | 0.00% | -100.0% |
| Q3 2022 | $767,000 | +659.4% | 6,216 | +823.6% | 0.01% | +400.0% |
| Q4 2021 | $101,000 | +236.7% | 673 | +201.8% | 0.00% | – |
| Q3 2021 | $30,000 | -91.7% | 223 | -91.8% | 0.00% | -100.0% |
| Q2 2021 | $362,000 | +2029.4% | 2,722 | +1601.2% | 0.00% | – |
| Q3 2020 | $17,000 | -99.2% | 160 | -99.3% | 0.00% | -100.0% |
| Q2 2020 | $2,256,000 | -16.2% | 22,106 | -25.6% | 0.03% | -70.3% |
| Q1 2020 | $2,691,000 | +62.6% | 29,698 | +104.9% | 0.11% | +113.5% |
| Q4 2019 | $1,655,000 | – | 14,493 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARQ WEALTH ADVISORS, LLC | 57,927 | $7,727,000 | 4.97% |
| Newfound Research LLC | 13,106 | $1,748,000 | 2.83% |
| FIRST AMERICAN TRUST, FSB | 128,389 | $17,127,000 | 2.59% |
| Thrive Capital Management, LLC | 20,725 | $2,765,000 | 2.04% |
| Financial Insights, Inc. | 9,791 | $1,306,000 | 1.20% |
| Main Street Financial Solutions, LLC | 51,285 | $6,841,000 | 1.05% |
| Fulcrum Equity Management | 20,300 | $2,708,000 | 1.05% |
| AdvisorNet Financial, Inc | 94,935 | $12,664,000 | 0.88% |
| Baltimore-Washington Financial Advisors, Inc. | 74,768 | $9,974,000 | 0.88% |
| Harvest Investment Services, LLC | 12,738 | $1,699,000 | 0.69% |