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 | $369,331 | -5.0% | 2,766 | 0.0% | 0.05% | -2.1% |
Q2 2023 | $388,928 | +2.8% | 2,766 | 0.0% | 0.05% | -4.0% |
Q1 2023 | $378,389 | +0.9% | 2,766 | 0.0% | 0.05% | -3.8% |
Q4 2022 | $375,153 | +10.0% | 2,766 | 0.0% | 0.05% | -1.9% |
Q3 2022 | $341,000 | -5.8% | 2,766 | 0.0% | 0.05% | -3.6% |
Q2 2022 | $362,000 | +102.2% | 2,766 | +122.0% | 0.06% | +120.0% |
Q1 2022 | $179,000 | -4.8% | 1,246 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $188,000 | – | 1,246 | – | 0.02% | – |
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% |