SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 126 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 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% |