SPDR SER TR's ticker is EFIV and the CUSIP is 78468R531. A total of 1 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $199,162 | -23.4% | 4,800 | -20.6% | 0.01% | -33.3% |
Q2 2023 | $260,151 | +88386.7% | 6,043 | -19.1% | 0.01% | 0.0% |
Q1 2023 | $294 | +68.0% | 7,467 | +56.4% | 0.01% | +28.6% |
Q4 2022 | $175 | -100.0% | 4,775 | -72.0% | 0.01% | -22.2% |
Q3 2022 | $581,000 | +99.0% | 17,082 | +111.6% | 0.01% | +28.6% |
Q2 2022 | $292,000 | -14.4% | 8,073 | +2.7% | 0.01% | +133.3% |
Q1 2022 | $341,000 | -15.2% | 7,857 | -11.5% | 0.00% | -57.1% |
Q4 2021 | $402,000 | +15.5% | 8,876 | +2.8% | 0.01% | -22.2% |
Q3 2021 | $348,000 | -25.3% | 8,637 | -25.5% | 0.01% | -25.0% |
Q2 2021 | $466,000 | – | 11,599 | – | 0.01% | – |
Download |
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% |