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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $27,360 | +0.9% | 200 | 0.0% | 0.00% | – |
| Q4 2022 | $27,126 | +8.5% | 200 | 0.0% | 0.00% | – |
| Q3 2022 | $25,000 | -35.9% | 200 | -33.3% | 0.00% | – |
| Q2 2022 | $39,000 | +200.0% | 300 | +200.0% | 0.00% | – |
| Q2 2021 | $13,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2021 | $13,000 | +8.3% | 100 | 0.0% | 0.00% | – |
| Q4 2020 | $12,000 | +9.1% | 100 | 0.0% | 0.00% | – |
| Q3 2020 | $11,000 | -70.3% | 100 | -72.8% | 0.00% | – |
| Q2 2020 | $37,000 | +12.1% | 367 | 0.0% | 0.00% | – |
| Q1 2020 | $33,000 | -21.4% | 367 | 0.0% | 0.00% | – |
| Q4 2019 | $42,000 | +2.4% | 367 | 0.0% | 0.00% | – |
| Q3 2019 | $41,000 | +41.4% | 367 | +37.5% | 0.00% | – |
| Q2 2019 | $29,000 | +7.4% | 267 | 0.0% | 0.00% | – |
| Q1 2019 | $27,000 | +12.5% | 267 | 0.0% | 0.00% | – |
| Q4 2018 | $24,000 | +140.0% | 267 | +132.2% | 0.00% | – |
| Q2 2018 | $10,000 | -72.2% | 115 | -70.9% | 0.00% | – |
| Q1 2018 | $36,000 | -49.3% | 395 | -49.6% | 0.00% | – |
| Q4 2017 | $71,000 | – | 783 | – | 0.00% | – |
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% |