SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 130 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $914,939 | +0.8% | 6,852 | +6.1% | 0.07% | +1.5% |
| Q2 2023 | $907,951 | +8.3% | 6,457 | +5.4% | 0.06% | +8.3% |
| Q1 2023 | $838,108 | +8.5% | 6,127 | +7.6% | 0.06% | +3.4% |
| Q4 2022 | $772,105 | +106.4% | 5,693 | +87.6% | 0.06% | +87.1% |
| Q3 2022 | $374,000 | -5.8% | 3,035 | +0.1% | 0.03% | -3.1% |
| Q2 2022 | $397,000 | -12.2% | 3,032 | -3.7% | 0.03% | +6.7% |
| Q1 2022 | $452,000 | -9.2% | 3,147 | -4.8% | 0.03% | -3.2% |
| Q4 2021 | $498,000 | -24.2% | 3,306 | -32.9% | 0.03% | -29.5% |
| Q3 2021 | $657,000 | -3.2% | 4,925 | -3.5% | 0.04% | -2.2% |
| Q2 2021 | $679,000 | +15.9% | 5,103 | +9.2% | 0.04% | +7.1% |
| Q1 2021 | $586,000 | +16.7% | 4,674 | +11.7% | 0.04% | +23.5% |
| Q4 2020 | $502,000 | +34.9% | 4,186 | +22.0% | 0.03% | +6.2% |
| Q3 2020 | $372,000 | – | 3,432 | – | 0.03% | – |
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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% |