SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 171 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $215,550 | +1.8% | 1,614 | +7.2% | 0.06% | +12.0% |
| Q2 2023 | $211,791 | +3.1% | 1,506 | +0.3% | 0.05% | -5.7% |
| Q1 2023 | $205,435 | +1.3% | 1,502 | +0.5% | 0.05% | -7.0% |
| Q4 2022 | $202,760 | -6.6% | 1,495 | -0.9% | 0.06% | +1.8% |
| Q1 2022 | $217,000 | -4.4% | 1,509 | +0.4% | 0.06% | -3.4% |
| Q4 2021 | $227,000 | -28.6% | 1,503 | -36.9% | 0.06% | -38.9% |
| Q3 2021 | $318,000 | -0.9% | 2,381 | -1.2% | 0.10% | +2.2% |
| Q2 2021 | $321,000 | +0.6% | 2,409 | -5.5% | 0.09% | -16.2% |
| Q1 2021 | $319,000 | +4.9% | 2,549 | +0.6% | 0.11% | +2.8% |
| Q4 2020 | $304,000 | +11.4% | 2,535 | +0.8% | 0.11% | +0.9% |
| Q3 2020 | $273,000 | -6.5% | 2,515 | -12.1% | 0.11% | -17.7% |
| Q2 2020 | $292,000 | +12.7% | 2,860 | +0.2% | 0.13% | -9.7% |
| Q1 2020 | $259,000 | +3.6% | 2,855 | +30.6% | 0.14% | +35.8% |
| Q4 2019 | $250,000 | – | 2,186 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Blue Sky Asset Management, LLC | 23,439 | $2,540,000 | 11.03% |
| ARQ WEALTH ADVISORS, LLC | 43,394 | $4,703,000 | 4.53% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 10,678 | $1,157,000 | 1.98% |
| Harvest Investment Services, LLC | 18,926 | $2,051,000 | 1.18% |
| Royal Fund Management, LLC | 39,465 | $4,276,000 | 1.09% |
| AdvisorNet Financial, Inc | 95,818 | $10,384,000 | 0.89% |
| Darwin Wealth Management, LLC | 36,259 | $3,929,000 | 0.85% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 29,206 | $3,165,000 | 0.78% |
| RIVERSEDGE ADVISORS, LLC | 13,602 | $1,474,000 | 0.78% |
| Baltimore-Washington Financial Advisors, Inc. | 52,136 | $5,650,000 | 0.73% |