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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $114,987 | +3.3% | 818 | +0.5% | 0.12% | +3.5% |
| Q1 2023 | $111,367 | +1.3% | 814 | +0.5% | 0.11% | +32.9% |
| Q4 2022 | $109,926 | +11.0% | 810 | +0.6% | 0.08% | +9.0% |
| Q3 2022 | $99,000 | -5.7% | 805 | +0.5% | 0.08% | -1.3% |
| Q2 2022 | $105,000 | -8.7% | 801 | +0.5% | 0.08% | +3.9% |
| Q1 2022 | $115,000 | -4.2% | 797 | +0.4% | 0.08% | +4.1% |
| Q4 2021 | $120,000 | +13.2% | 794 | +0.4% | 0.07% | +9.0% |
| Q3 2021 | $106,000 | -8.6% | 791 | -9.2% | 0.07% | -6.9% |
| Q2 2021 | $116,000 | -12.1% | 871 | -17.0% | 0.07% | -16.3% |
| Q1 2021 | $132,000 | -21.0% | 1,049 | -24.6% | 0.09% | -23.2% |
| Q4 2020 | $167,000 | – | 1,392 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARQ WEALTH ADVISORS, LLC | 59,174 | $7,301,000 | 5.64% |
| Thrive Capital Management, LLC | 37,470 | $4,623,000 | 3.13% |
| Newfound Research LLC | 10,261 | $1,266,000 | 3.10% |
| FIRST AMERICAN TRUST, FSB | 121,173 | $14,951,000 | 2.51% |
| Harvest Investment Services, LLC | 10,683 | $1,318,000 | 1.61% |
| Baltimore-Washington Financial Advisors, Inc. | 104,419 | $14,613,000 | 1.23% |
| AdvisorNet Financial, Inc | 94,731 | $11,689,000 | 1.17% |
| Strategic Asset Management, LLC | 5,372 | $663,000 | 1.15% |
| Main Street Financial Solutions, LLC | 55,099 | $6,799,000 | 1.12% |
| Empirical Asset Management, LLC | 8,261 | $1,019,000 | 1.11% |