SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 116 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $241,365 | -4.7% | 1,808 | +0.4% | 0.01% | 0.0% |
| Q2 2023 | $253,304 | +3.1% | 1,801 | +0.3% | 0.01% | 0.0% |
| Q1 2023 | $245,680 | +1.2% | 1,796 | +0.3% | 0.01% | 0.0% |
| Q4 2022 | $242,836 | -3.6% | 1,790 | -12.5% | 0.01% | -16.7% |
| Q3 2022 | $252,000 | +9.6% | 2,046 | +16.6% | 0.01% | +20.0% |
| Q2 2022 | $230,000 | -8.4% | 1,754 | +0.5% | 0.01% | 0.0% |
| Q1 2022 | $251,000 | -4.2% | 1,746 | +0.3% | 0.01% | 0.0% |
| Q4 2021 | $262,000 | +13.4% | 1,741 | +0.3% | 0.01% | 0.0% |
| Q3 2021 | $231,000 | +0.4% | 1,735 | +0.3% | 0.01% | 0.0% |
| Q2 2021 | $230,000 | +1.3% | 1,729 | -4.4% | 0.01% | -16.7% |
| Q1 2021 | $227,000 | +5.1% | 1,808 | +0.5% | 0.01% | 0.0% |
| Q4 2020 | $216,000 | -12.6% | 1,799 | -16.9% | 0.01% | -25.0% |
| Q4 2019 | $247,000 | -9.2% | 2,164 | -11.2% | 0.01% | -20.0% |
| Q3 2019 | $272,000 | +10.1% | 2,438 | +6.4% | 0.01% | 0.0% |
| Q2 2019 | $247,000 | -13.3% | 2,291 | -19.3% | 0.01% | -16.7% |
| Q1 2019 | $285,000 | +22.8% | 2,840 | +8.9% | 0.01% | +9.1% |
| Q4 2018 | $232,000 | – | 2,607 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARQ WEALTH ADVISORS, LLC | 59,174 | $7,301,000 | 5.64% |
| Thrive Capital Management, LLC | 37,470 | $4,623,000 | 3.13% |
| Newfound Research LLC | 10,261 | $1,266,000 | 3.10% |
| FIRST AMERICAN TRUST, FSB | 121,173 | $14,951,000 | 2.51% |
| Harvest Investment Services, LLC | 10,683 | $1,318,000 | 1.61% |
| Baltimore-Washington Financial Advisors, Inc. | 104,419 | $14,613,000 | 1.23% |
| AdvisorNet Financial, Inc | 94,731 | $11,689,000 | 1.17% |
| Strategic Asset Management, LLC | 5,372 | $663,000 | 1.15% |
| Main Street Financial Solutions, LLC | 55,099 | $6,799,000 | 1.12% |
| Empirical Asset Management, LLC | 8,261 | $1,019,000 | 1.11% |