SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 161 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |