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 | $1,404,086 | -14.1% | 33,840 | -10.8% | 0.02% | -11.8% |
| Q2 2023 | $1,633,704 | +149.0% | 37,949 | +96.8% | 0.02% | +112.5% |
| Q3 2022 | $656,000 | +31.2% | 19,286 | +39.8% | 0.01% | +33.3% |
| Q2 2022 | $500,000 | -32.2% | 13,793 | -18.7% | 0.01% | -84.6% |
| Q1 2022 | $737,000 | +96.5% | 16,964 | +104.7% | 0.04% | +95.0% |
| Q4 2021 | $375,000 | – | 8,287 | – | 0.02% | – |
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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% |