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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $202,000 | -18.5% | 1,684 | -26.5% | 0.06% | -40.2% |
| Q3 2020 | $248,000 | -97.0% | 2,291 | -97.2% | 0.10% | -97.4% |
| Q2 2020 | $8,294,000 | +12.2% | 81,264 | +5.8% | 3.85% | -28.0% |
| Q1 2020 | $7,395,000 | -9.2% | 76,818 | +8.0% | 5.35% | +12.6% |
| Q4 2019 | $8,140,000 | +9.6% | 71,160 | +4.3% | 4.75% | -33.1% |
| Q3 2019 | $7,425,000 | – | 68,256 | – | 7.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARQ WEALTH ADVISORS, LLC | 48,122 | $7,250,000 | 5.15% |
| Thrive Capital Management, LLC | 30,258 | $4,559,000 | 2.97% |
| FIRST AMERICAN TRUST, FSB | 143,736 | $21,656,000 | 2.96% |
| Newfound Research LLC | 15,333 | $2,310,000 | 2.79% |
| Empirical Asset Management, LLC | 11,650 | $1,755,000 | 1.69% |
| Main Street Financial Solutions, LLC | 59,691 | $8,993,000 | 1.27% |
| Financial Insights, Inc. | 9,421 | $1,419,000 | 1.22% |
| Almanack Investment Partners, LLC. | 85,298 | $12,851,000 | 1.04% |
| Baltimore-Washington Financial Advisors, Inc. | 81,024 | $12,207,000 | 0.98% |
| AdvisorNet Financial, Inc | 94,634 | $14,258,000 | 0.88% |