SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 140 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $98,142 | -5.0% | 735 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $103,349 | +2.8% | 735 | 0.0% | 0.02% | -4.0% |
| Q1 2023 | $100,548 | +0.9% | 735 | 0.0% | 0.02% | -3.8% |
| Q4 2022 | $99,688 | +9.5% | 735 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $91,000 | -5.2% | 735 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $96,000 | -9.4% | 735 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $106,000 | -4.5% | 735 | 0.0% | 0.03% | -3.7% |
| Q4 2021 | $111,000 | +13.3% | 735 | 0.0% | 0.03% | +8.0% |
| Q3 2021 | $98,000 | 0.0% | 735 | 0.0% | 0.02% | -3.8% |
| Q2 2021 | $98,000 | +6.5% | 735 | 0.0% | 0.03% | +4.0% |
| Q1 2021 | $92,000 | +4.5% | 735 | 0.0% | 0.02% | +4.2% |
| Q4 2020 | $88,000 | +10.0% | 735 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $80,000 | +5.3% | 735 | -1.9% | 0.02% | -11.1% |
| Q2 2020 | $76,000 | -96.4% | 749 | -96.7% | 0.03% | -96.9% |
| Q1 2020 | $2,083,000 | -23.7% | 22,989 | -3.8% | 0.88% | -41.2% |
| Q4 2019 | $2,730,000 | +1.2% | 23,905 | -1.2% | 1.49% | -5.4% |
| Q3 2019 | $2,698,000 | +5.4% | 24,199 | +1.8% | 1.58% | +2.0% |
| Q2 2019 | $2,560,000 | – | 23,774 | – | 1.55% | – |
Download | ||||||
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% |