SPDR SER TR's ticker is EFIV and the CUSIP is 78468R531. A total of 16 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $201,858 | -8.3% | 4,865 | -4.9% | 0.06% | -4.6% |
| Q2 2023 | $220,115 | +9.2% | 5,113 | 0.0% | 0.06% | +1.6% |
| Q1 2023 | $201,606 | -31.0% | 5,113 | -20.7% | 0.06% | -20.0% |
| Q4 2021 | $292,000 | +26.4% | 6,449 | +12.8% | 0.08% | +19.4% |
| Q3 2021 | $231,000 | +7.4% | 5,715 | +6.7% | 0.07% | +6.3% |
| Q2 2021 | $215,000 | – | 5,357 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FLAGSHIP HARBOR ADVISORS, LLC | 35,157 | $1,299,000 | 0.15% |
| Merriman Wealth Management, LLC | 33,056 | $1,221,000 | 0.14% |
| Keystone Financial Group | 15,061 | $557,000 | 0.11% |
| Baltimore-Washington Financial Advisors, Inc. | 21,333 | $788,000 | 0.08% |
| BerganKDV Wealth Management, LLC | 6,822 | $252,000 | 0.03% |
| RAYMOND JAMES & ASSOCIATES | 23,760 | $878,000 | 0.00% |
| RMR Wealth Builders | 78 | $3,000 | 0.00% |
| OSAIC HOLDINGS, INC. | 10 | $0 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| LPL Financial LLC | 8,662 | $320,000 | 0.00% |