SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 138 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,660 | -10.2% | 312 | -5.5% | 0.04% | -5.4% |
| Q2 2023 | $46,401 | +2.8% | 330 | 0.0% | 0.04% | -2.6% |
| Q1 2023 | $45,144 | +0.9% | 330 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $44,758 | -32.2% | 330 | -38.4% | 0.04% | -36.7% |
| Q3 2022 | $66,000 | -5.7% | 536 | 0.0% | 0.06% | 0.0% |
| Q2 2022 | $70,000 | -9.1% | 536 | 0.0% | 0.06% | -4.8% |
| Q1 2022 | $77,000 | -3.8% | 536 | 0.0% | 0.06% | -3.1% |
| Q4 2021 | $80,000 | – | 536 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARQ WEALTH ADVISORS, LLC | 48,122 | $7,250,000 | 5.15% |
| Thrive Capital Management, LLC | 30,258 | $4,559,000 | 2.97% |
| FIRST AMERICAN TRUST, FSB | 143,736 | $21,656,000 | 2.96% |
| Newfound Research LLC | 15,333 | $2,310,000 | 2.79% |
| Empirical Asset Management, LLC | 11,650 | $1,755,000 | 1.69% |
| Main Street Financial Solutions, LLC | 59,691 | $8,993,000 | 1.27% |
| Financial Insights, Inc. | 9,421 | $1,419,000 | 1.22% |
| Almanack Investment Partners, LLC. | 85,298 | $12,851,000 | 1.04% |
| Baltimore-Washington Financial Advisors, Inc. | 81,024 | $12,207,000 | 0.98% |
| AdvisorNet Financial, Inc | 94,634 | $14,258,000 | 0.88% |