SPDR SER TR's ticker is EFIV and the CUSIP is 78468R531. A total of 1 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,000 | -81.9% | 929 | -81.4% | 0.00% | – |
| Q2 2023 | $216,000 | +483.8% | 4,992 | +436.8% | 0.00% | – |
| Q1 2023 | $37,000 | -77.8% | 930 | -79.7% | 0.00% | – |
| Q4 2022 | $167,000 | +695.2% | 4,573 | +629.3% | 0.00% | – |
| Q3 2022 | $21,000 | -96.8% | 627 | -96.6% | 0.00% | – |
| Q2 2022 | $661,000 | -60.9% | 18,250 | -53.1% | 0.00% | – |
| Q1 2022 | $1,691,000 | +206.9% | 38,940 | +220.0% | 0.00% | – |
| Q4 2021 | $551,000 | – | 12,170 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 173,230 | $7,457,534 | 3.43% |
| Baltimore-Washington Financial Advisors, Inc. | 340,159 | $14,643,857 | 1.17% |
| Bank of Italy | 771,136 | $33,197 | 1.03% |
| Koss-Olinger Consulting, LLC | 126,849 | $5,461,000 | 0.63% |
| OmniStar Financial Group, Inc. | 12,036 | $518,493 | 0.61% |
| Blue Edge Capital, LLC | 60,431 | $2,601,555 | 0.52% |
| Single Point Partners, LLC | 8,745 | $376 | 0.52% |
| US FINANCIAL ADVISORS, LLC | 26,143 | $1,125,458 | 0.48% |
| Armbruster Capital Management, Inc. | 35,775 | $1,540,114 | 0.38% |
| Integrated Wealth Concepts LLC | 510,474 | $21,975,939 | 0.38% |