SPDR SER TR's ticker is LGLV and the CUSIP is 78468R804. A total of 125 filers reported holding SPDR SER TR in Q1 2022. 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 ↓ |
---|---|---|---|
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% |