SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 118 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $606,809 | +114.4% | 4,474 | +94.8% | 0.09% | -4.4% |
| Q3 2022 | $283,000 | -99.9% | 2,297 | -16.1% | 0.09% | -23.5% |
| Q2 2022 | $358,541,000 | +84461.6% | 2,738 | -7.3% | 0.12% | +3.5% |
| Q1 2022 | $424,000 | +6.5% | 2,954 | -1.0% | 0.12% | -19.0% |
| Q3 2021 | $398,000 | -21.0% | 2,985 | -21.2% | 0.14% | -25.7% |
| Q2 2021 | $504,000 | -2.3% | 3,787 | -8.0% | 0.19% | -34.4% |
| Q1 2021 | $516,000 | – | 4,118 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | 256,738 | $23,260,000 | 11.96% |
| Blue Sky Asset Management, LLC | 187,206 | $16,961,000 | 6.83% |
| HBW ADVISORY SERVICES LLC | 76,818 | $7,395,000 | 5.35% |
| ARQ WEALTH ADVISORS, LLC | 41,000 | $3,715,000 | 4.23% |
| CLIENT 1ST ADVISORY GROUP, LLC | 32,528 | $2,947,000 | 3.11% |
| Darwin Wealth Management, LLC | 105,066 | $9,499,000 | 3.02% |
| Harvest Investment Services, LLC | 21,138 | $1,915,000 | 2.55% |
| Cooper Financial Group | 53,991 | $4,892,000 | 2.04% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 10,279 | $931,000 | 1.99% |
| Argent Advisors, Inc. | 20,546 | $1,861,000 | 1.86% |