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 | $483,531 | -6.0% | 3,658 | 0.0% | 0.38% | -6.6% |
Q2 2023 | $514,353 | -6.6% | 3,658 | -9.1% | 0.41% | -13.7% |
Q1 2023 | $550,757 | -24.4% | 4,026 | -25.1% | 0.48% | -11.0% |
Q4 2022 | $728,740 | +6.9% | 5,373 | -0.4% | 0.54% | -3.9% |
Q3 2022 | $682,000 | -5.5% | 5,397 | -0.6% | 0.56% | +4.7% |
Q2 2022 | $722,000 | -9.8% | 5,431 | -1.9% | 0.53% | +19.8% |
Q1 2022 | $800,000 | +2.2% | 5,536 | 0.0% | 0.44% | -10.3% |
Q4 2021 | $783,000 | – | 5,536 | – | 0.50% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ARQ WEALTH ADVISORS, LLC | 58,894 | $7,712,000 | 5.52% |
Thrive Capital Management, LLC | 36,922 | $4,835,000 | 3.35% |
Newfound Research LLC | 11,131 | $1,458,000 | 3.09% |
FIRST AMERICAN TRUST, FSB | 124,776 | $16,340,000 | 2.59% |
Empirical Asset Management, LLC | 10,181 | $1,333,000 | 1.40% |
Financial Insights, Inc. | 10,501 | $1,375,000 | 1.40% |
Baltimore-Washington Financial Advisors, Inc. | 93,433 | $12,235,000 | 1.31% |
Harvest Investment Services, LLC | 11,897 | $1,557,000 | 1.19% |
AdvisorNet Financial, Inc | 91,796 | $12,021,000 | 1.18% |
Strategic Asset Management, LLC | 4,870 | $638,000 | 1.02% |