SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 121 filers reported holding SPDR SER TR in Q2 2020. 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 ↓ |
|---|---|---|---|
| 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% |