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 | $300,474 | +6.4% | 7,241 | +10.3% | 0.00% | – |
| Q2 2023 | $282,499 | +48.3% | 6,562 | +35.8% | 0.00% | – |
| Q1 2023 | $190,514 | +10.4% | 4,832 | +2.7% | 0.00% | – |
| Q4 2022 | $172,558 | +28.8% | 4,707 | +19.6% | 0.00% | – |
| Q3 2022 | $134,000 | +1118.2% | 3,937 | +1500.4% | 0.00% | – |
| Q1 2022 | $11,000 | – | 246 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bank of Italy | 771,136 | $33,483,000 | 1.19% |
| RETIREMENT CAPITAL STRATEGIES | 70,575 | $2,958,000 | 1.19% |
| Integrated Wealth Concepts LLC | 701,751 | $30,470,000 | 0.93% |
| Blue Edge Capital, LLC | 68,847 | $2,989,337,000 | 0.60% |
| FLAGSHIP HARBOR ADVISORS, LLC | 103,823 | $4,508,000 | 0.43% |
| Warren Street Wealth Advisors, LLC | 10,624 | $461,000 | 0.40% |
| Sage Advisory Services, Ltd.Co. | 32,387 | $1,406,000 | 0.36% |
| RETIREMENT INCOME SOLUTIONS, INC | 22,835 | $991,000 | 0.27% |
| Armbruster Capital Management, Inc. | 24,725 | $1,074,000 | 0.26% |
| Operose Advisors LLC | 7,965 | $346,000 | 0.24% |