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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $2,242,000 | -14.3% | 17,120 | -5.9% | 0.34% | -10.3% |
| Q1 2022 | $2,615,000 | -4.6% | 18,201 | 0.0% | 0.38% | +3.3% |
| Q4 2021 | $2,742,000 | +12.9% | 18,201 | 0.0% | 0.37% | +9.9% |
| Q3 2021 | $2,428,000 | -2.2% | 18,201 | -2.4% | 0.33% | -8.5% |
| Q2 2021 | $2,482,000 | -1.7% | 18,648 | -7.5% | 0.36% | -0.5% |
| Q1 2021 | $2,526,000 | +4.5% | 20,153 | 0.0% | 0.37% | -3.4% |
| Q4 2020 | $2,417,000 | – | 20,153 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | 269,307 | $27,485,000 | 8.33% |
| Blue Sky Asset Management, LLC | 39,599 | $4,041,000 | 5.00% |
| ARQ WEALTH ADVISORS, LLC | 44,383 | $4,530,000 | 4.40% |
| HBW ADVISORY SERVICES LLC | 81,264 | $8,294,000 | 3.85% |
| Darwin Wealth Management, LLC | 102,372 | $10,447,000 | 2.66% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 10,494 | $1,071,000 | 2.27% |
| Squar Milner Financial Services LLC | 27,338 | $2,790,000 | 1.58% |
| Royal Fund Management, LLC | 35,707 | $3,644,000 | 1.28% |
| Harvest Investment Services, LLC | 21,242 | $2,167,000 | 1.28% |
| AdvisorNet Financial, Inc | 119,265 | $12,172,000 | 0.98% |