WFA of San Diego, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 128 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$43,396
-5.0%
3250.0%0.04%0.0%
Q2 2023$45,699
-40.3%
325
-42.4%
0.04%
-23.7%
Q4 2022$76,495
-4.4%
564
-8.1%
0.06%
-14.5%
Q2 2022$80,0006140.07%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
ARQ WEALTH ADVISORS, LLC 58,894$7,712,0005.52%
Thrive Capital Management, LLC 36,922$4,835,0003.35%
Newfound Research LLC 11,131$1,458,0003.09%
FIRST AMERICAN TRUST, FSB 124,776$16,340,0002.59%
Empirical Asset Management, LLC 10,181$1,333,0001.40%
Financial Insights, Inc. 10,501$1,375,0001.40%
Baltimore-Washington Financial Advisors, Inc. 93,433$12,235,0001.31%
Harvest Investment Services, LLC 11,897$1,557,0001.19%
AdvisorNet Financial, Inc 91,796$12,021,0001.18%
Strategic Asset Management, LLC 4,870$638,0001.02%
View complete list of SPDR SER TR shareholders