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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |