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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,032,415 | +1.3% | 7,612 | -7.9% | 1.09% | -2.2% |
| Q3 2022 | $1,019,000 | -23.6% | 8,261 | -18.9% | 1.11% | -20.9% |
| Q2 2022 | $1,333,000 | -28.6% | 10,181 | -21.6% | 1.40% | -20.8% |
| Q1 2022 | $1,866,000 | +6.3% | 12,990 | +11.5% | 1.77% | +4.7% |
| Q4 2021 | $1,755,000 | – | 11,650 | – | 1.69% | – |
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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% |