WFA of San Diego, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 176 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$23,801
-45.2%
156
-52.0%
0.02%
-53.3%
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 Q4 2023
NameSharesValueWeighting ↓
CREATIVE FINANCIAL DESIGNS INC /ADV 269,307$27,485,0008.33%
Blue Sky Asset Management, LLC 39,599$4,041,0005.00%
ARQ WEALTH ADVISORS, LLC 44,383$4,530,0004.40%
HBW ADVISORY SERVICES LLC 81,264$8,294,0003.85%
Darwin Wealth Management, LLC 102,372$10,447,0002.66%
MACROVIEW INVESTMENT MANAGEMENT LLC 10,494$1,071,0002.27%
Squar Milner Financial Services LLC 27,338$2,790,0001.58%
Royal Fund Management, LLC 35,707$3,644,0001.28%
Harvest Investment Services, LLC 21,242$2,167,0001.28%
AdvisorNet Financial, Inc 119,265$12,172,0000.98%
View complete list of SPDR SER TR shareholders