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 ↓ |
|---|---|---|---|
| Blue Sky Asset Management, LLC | 18,016 | $2,142,000 | 8.33% |
| ARQ WEALTH ADVISORS, LLC | 53,477 | $6,415,000 | 4.03% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 10,711 | $1,285,000 | 1.91% |
| Financial Gravity Asset Management, Inc. | 16,227 | $1,945,000 | 1.78% |
| Thrive Capital Management, LLC | 9,507 | $1,140,000 | 1.21% |
| Main Street Financial Solutions, LLC | 48,231 | $5,785,000 | 1.18% |
| Royal Fund Management, LLC | 42,172 | $5,058,000 | 1.07% |
| Harvest Investment Services, LLC | 14,654 | $1,757,000 | 0.90% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 24,264 | $2,910,000 | 0.90% |
| AdvisorNet Financial, Inc | 90,736 | $10,884,000 | 0.88% |