Fortis Group Advisors, LLC - SPDR SER TR ownership

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
Fortis Group Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,097,451
+0.2%
8,022
+3.0%
0.34%
+15.5%
Q2 2023$1,095,618
-1.3%
7,792
-2.2%
0.29%
-13.1%
Q1 2023$1,110,582
-45.0%
7,970
-57.2%
0.34%
-14.3%
Q3 2020$2,019,00018,6390.39%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
ARQ WEALTH ADVISORS, LLC 59,174$7,301,0005.64%
Thrive Capital Management, LLC 37,470$4,623,0003.13%
Newfound Research LLC 10,261$1,266,0003.10%
FIRST AMERICAN TRUST, FSB 121,173$14,951,0002.51%
Harvest Investment Services, LLC 10,683$1,318,0001.61%
Baltimore-Washington Financial Advisors, Inc. 104,419$14,613,0001.23%
AdvisorNet Financial, Inc 94,731$11,689,0001.17%
Strategic Asset Management, LLC 5,372$663,0001.15%
Main Street Financial Solutions, LLC 55,099$6,799,0001.12%
Empirical Asset Management, LLC 8,261$1,019,0001.11%
View complete list of SPDR SER TR shareholders