SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 171 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $205,526 | -4.6% | 1,539 | +0.5% | 0.14% | -0.7% |
Q2 2023 | $215,358 | +3.3% | 1,532 | +0.5% | 0.14% | -4.0% |
Q1 2023 | $208,577 | +1.3% | 1,525 | +0.5% | 0.15% | -12.2% |
Q4 2022 | $205,875 | -4.2% | 1,518 | +1.7% | 0.17% | -6.0% |
Q1 2022 | $215,000 | -4.0% | 1,493 | +0.3% | 0.18% | -3.7% |
Q4 2021 | $224,000 | – | 1,488 | – | 0.19% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Syntegra Private Wealth Group, LLC | 573,202 | $76,536,995 | 12.02% |
Astor Investment Management LLC | 143,887 | $19,212,569 | 7.23% |
McNaughton Wealth Management, LLC | 80,224 | $10,711,942 | 7.12% |
WIN ADVISORS, INC | 83,537 | $11,154,311 | 5.46% |
Centennial Wealth Advisory LLC | 47,291 | $6,314,577 | 3.39% |
BROWN WEALTH MANAGEMENT, LLC | 50,620 | $6,759,097 | 3.22% |
HF Advisory Group, LLC | 32,251 | $4,306,403 | 3.19% |
FIRST AMERICAN TRUST, FSB | 145,046 | $19,367,381 | 2.74% |
Baltimore-Washington Financial Advisors, Inc. | 241,896 | $32,299,267 | 2.61% |
Gerber Kawasaki Wealth & Investment Management | 242,951 | $32,440,153 | 2.21% |