SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 116 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Syntegra Private Wealth Group, LLC | 573,202 | $76,536,995 | 12.02% |
| Astor Investment Management LLC | 143,887 | $19,212,569 | 7.23% |
| McNaughton Wealth Management, LLC | 80,224 | $10,711,942 | 7.12% |
| WIN ADVISORS, INC | 83,537 | $11,154,311 | 5.46% |
| Centennial Wealth Advisory LLC | 47,291 | $6,314,577 | 3.39% |
| BROWN WEALTH MANAGEMENT, LLC | 50,620 | $6,759,097 | 3.22% |
| HF Advisory Group, LLC | 32,251 | $4,306,403 | 3.19% |
| FIRST AMERICAN TRUST, FSB | 145,046 | $19,367,381 | 2.74% |
| Baltimore-Washington Financial Advisors, Inc. | 241,896 | $32,299,267 | 2.61% |
| Gerber Kawasaki Wealth & Investment Management | 242,951 | $32,440,153 | 2.21% |