SPDR SER TR's ticker is EFIV and the CUSIP is 78468R531. A total of 35 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| OmniStar Financial Group, Inc. | 35,471 | $1,398,634 | 1.78% |
| Bank of Italy | 771,136 | $30,406 | 1.01% |
| Integrated Wealth Concepts LLC | 830,453 | $32,745 | 0.68% |
| Koss-Olinger Consulting, LLC | 126,849 | $5,002,000 | 0.62% |
| Baltimore-Washington Financial Advisors, Inc. | 179,098 | $7,061,834 | 0.62% |
| Blue Edge Capital, LLC | 62,150 | $2,450,574 | 0.53% |
| US FINANCIAL ADVISORS, LLC | 29,549 | $1,165,116 | 0.52% |
| Armbruster Capital Management, Inc. | 34,650 | $1,366,250 | 0.35% |
| Warren Street Wealth Advisors, LLC | 11,753 | $463,410 | 0.33% |
| Veracity Capital LLC | 15,537 | $612,614 | 0.28% |