SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 147 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $19,376 | -2.0% | 127 | 0.0% | 0.00% | – |
| Q1 2024 | $19,779 | +6.5% | 127 | 0.0% | 0.00% | -100.0% |
| Q4 2023 | $18,564 | -14.2% | 127 | -21.6% | 0.00% | 0.0% |
| Q3 2023 | $21,631 | -88.5% | 162 | -87.9% | 0.00% | -85.7% |
| Q2 2023 | $188,277 | +16.5% | 1,339 | +13.4% | 0.01% | +16.7% |
| Q1 2023 | $161,561 | +148.6% | 1,181 | +129.3% | 0.01% | +200.0% |
| Q1 2021 | $65,000 | – | 515 | – | 0.00% | – |
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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% |