SPDR SER TR's ticker is EFIV and the CUSIP is 78468R531. A total of 31 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,389,232 | -5.9% | 33,482 | -2.4% | 0.00% | 0.0% |
| Q2 2023 | $1,477,002 | +11.6% | 34,309 | +2.2% | 0.00% | 0.0% |
| Q1 2023 | $1,323,981 | +9.0% | 33,578 | +1.3% | 0.00% | 0.0% |
| Q4 2022 | $1,214,839 | +5.3% | 33,138 | -2.3% | 0.00% | 0.0% |
| Q3 2022 | $1,154,000 | -59.2% | 33,901 | -56.5% | 0.00% | -66.7% |
| Q2 2022 | $2,826,000 | -26.3% | 77,988 | -11.7% | 0.00% | 0.0% |
| Q1 2022 | $3,836,000 | +5.4% | 88,348 | +10.0% | 0.00% | 0.0% |
| Q4 2021 | $3,639,000 | +151.8% | 80,335 | +124.3% | 0.00% | +200.0% |
| Q3 2021 | $1,445,000 | +21.8% | 35,822 | +21.2% | 0.00% | 0.0% |
| Q2 2021 | $1,186,000 | +35.1% | 29,544 | +24.3% | 0.00% | 0.0% |
| Q1 2021 | $878,000 | – | 23,760 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 123,255 | $5,114,095 | 2.40% |
| Koss-Olinger Consulting, LLC | 231,762 | $9,616,000 | 1.42% |
| Baltimore-Washington Financial Advisors, Inc. | 351,685 | $14,592,093 | 1.18% |
| Bank of Italy | 771,136 | $31,996 | 1.02% |
| OmniStar Financial Group, Inc. | 12,034 | $501,537 | 0.60% |
| Blue Edge Capital, LLC | 61,156 | $2,537,479 | 0.53% |
| US FINANCIAL ADVISORS, LLC | 28,170 | $1,168,824 | 0.49% |
| Integrated Wealth Concepts LLC | 521,253 | $21,627,791 | 0.38% |
| Armbruster Capital Management, Inc. | 35,750 | $1,483,335 | 0.38% |
| Warren Street Wealth Advisors, LLC | 11,822 | $490,517 | 0.32% |