Milestone Investment Advisors LLC - SPDR SER TR ownership

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
Milestone Investment Advisors LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,011,188
-3.9%
7,573
+1.2%
0.29%
-11.7%
Q2 2023$1,052,048
-29.8%
7,482
-31.7%
0.33%
-29.6%
Q1 2023$1,498,918
+9.9%
10,957
+9.0%
0.46%
-3.1%
Q4 2022$1,363,48810,0530.48%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Syntegra Private Wealth Group, LLC 573,202$76,536,99512.02%
Astor Investment Management LLC 143,887$19,212,5697.23%
McNaughton Wealth Management, LLC 80,224$10,711,9427.12%
WIN ADVISORS, INC 83,537$11,154,3115.46%
Centennial Wealth Advisory LLC 47,291$6,314,5773.39%
BROWN WEALTH MANAGEMENT, LLC 50,620$6,759,0973.22%
HF Advisory Group, LLC 32,251$4,306,4033.19%
FIRST AMERICAN TRUST, FSB 145,046$19,367,3812.74%
Baltimore-Washington Financial Advisors, Inc. 241,896$32,299,2672.61%
Gerber Kawasaki Wealth & Investment Management 242,951$32,440,1532.21%
View complete list of SPDR SER TR shareholders