SPDR SER TR's ticker is EFIV and the CUSIP is 78468R531. A total of 11 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,554,386 | -11.5% | 157,968 | -8.1% | 0.01% | 0.0% |
| Q2 2023 | $7,403,002 | -20.8% | 171,963 | -27.5% | 0.01% | -28.6% |
| Q1 2023 | $9,350,257 | -44.8% | 237,136 | -48.6% | 0.01% | -50.0% |
| Q4 2022 | $16,929,311 | +52.5% | 461,792 | +41.6% | 0.01% | +27.3% |
| Q3 2022 | $11,101,000 | -19.1% | 326,127 | -13.9% | 0.01% | -15.4% |
| Q2 2022 | $13,729,000 | -9.5% | 378,948 | +8.5% | 0.01% | 0.0% |
| Q1 2022 | $15,167,000 | +121.1% | 349,316 | +130.6% | 0.01% | +116.7% |
| Q4 2021 | $6,861,000 | +12.9% | 151,482 | +0.5% | 0.01% | 0.0% |
| Q3 2021 | $6,079,000 | +911.5% | 150,704 | +907.1% | 0.01% | +500.0% |
| Q2 2021 | $601,000 | +87.8% | 14,964 | +72.8% | 0.00% | – |
| Q1 2021 | $320,000 | +48.1% | 8,662 | +39.5% | 0.00% | – |
| Q4 2020 | $216,000 | – | 6,208 | – | 0.00% | – |
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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% |