SPDR SER TR's ticker is EFIV and the CUSIP is 78468R531. A total of 76 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,221,865 | +4.3% | 77,651 | +8.2% | 0.01% | 0.0% |
| Q2 2023 | $3,088,929 | +25.7% | 71,752 | +15.1% | 0.01% | +14.3% |
| Q1 2023 | $2,457,454 | +77.6% | 62,324 | +65.1% | 0.01% | +75.0% |
| Q4 2022 | $1,383,684 | +27.3% | 37,743 | +18.2% | 0.00% | 0.0% |
| Q3 2022 | $1,087,000 | +17.4% | 31,937 | +24.9% | 0.00% | +33.3% |
| Q2 2022 | $926,000 | -4.5% | 25,570 | +14.5% | 0.00% | 0.0% |
| Q1 2022 | $970,000 | – | 22,334 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 173,230 | $7,457,534 | 3.43% |
| Baltimore-Washington Financial Advisors, Inc. | 340,159 | $14,643,857 | 1.17% |
| Bank of Italy | 771,136 | $33,197 | 1.03% |
| Koss-Olinger Consulting, LLC | 126,849 | $5,461,000 | 0.63% |
| OmniStar Financial Group, Inc. | 12,036 | $518,493 | 0.61% |
| Blue Edge Capital, LLC | 60,431 | $2,601,555 | 0.52% |
| Single Point Partners, LLC | 8,745 | $376 | 0.52% |
| US FINANCIAL ADVISORS, LLC | 26,143 | $1,125,458 | 0.48% |
| Armbruster Capital Management, Inc. | 35,775 | $1,540,114 | 0.38% |
| Integrated Wealth Concepts LLC | 510,474 | $21,975,939 | 0.38% |