SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 130 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $311,432 | -3.1% | 2,315 | 0.0% | 0.02% | -61.0% |
| Q2 2023 | $321,345 | +1.5% | 2,315 | 0.0% | 0.04% | +156.2% |
| Q1 2023 | $316,692 | -15.1% | 2,315 | -15.8% | 0.02% | -5.9% |
| Q4 2022 | $372,847 | +30.4% | 2,749 | +18.7% | 0.02% | 0.0% |
| Q3 2022 | $286,000 | -5.6% | 2,315 | 0.0% | 0.02% | -5.6% |
| Q2 2022 | $303,000 | -9.0% | 2,315 | 0.0% | 0.02% | +50.0% |
| Q1 2022 | $333,000 | -4.6% | 2,315 | 0.0% | 0.01% | -7.7% |
| Q4 2021 | $349,000 | – | 2,315 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Blue Sky Asset Management, LLC | 23,439 | $2,540,000 | 11.03% |
| ARQ WEALTH ADVISORS, LLC | 43,394 | $4,703,000 | 4.53% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 10,678 | $1,157,000 | 1.98% |
| Harvest Investment Services, LLC | 18,926 | $2,051,000 | 1.18% |
| Royal Fund Management, LLC | 39,465 | $4,276,000 | 1.09% |
| AdvisorNet Financial, Inc | 95,818 | $10,384,000 | 0.89% |
| Darwin Wealth Management, LLC | 36,259 | $3,929,000 | 0.85% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 29,206 | $3,165,000 | 0.78% |
| RIVERSEDGE ADVISORS, LLC | 13,602 | $1,474,000 | 0.78% |
| Baltimore-Washington Financial Advisors, Inc. | 52,136 | $5,650,000 | 0.73% |