SPDR SER TR's ticker is EFIV and the CUSIP is 78468R531. A total of 81 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,310 | -92.9% | 213 | -93.2% | 0.00% | -100.0% |
| Q1 2024 | $159,415 | +37.5% | 3,148 | +25.4% | 0.00% | +300.0% |
| Q4 2023 | $115,962 | -41.8% | 2,510 | -47.7% | 0.00% | -83.3% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 710,516 | $32,825,858 | 14.23% |
| Laurel Wealth Planning LLC | 228,110 | $10,539 | 7.46% |
| SEEDS INVESTOR LLC | 42,053 | $1,942,837 | 2.20% |
| Koss-Olinger Consulting, LLC | 282,843 | $13,067,000 | 1.28% |
| Baltimore-Washington Financial Advisors, Inc. | 367,336 | $16,970,951 | 1.18% |
| Bank of Italy | 771,136 | $35,626 | 1.16% |
| Financial Services Advisory Inc | 50,919 | $2,352,458 | 0.67% |
| Blue Edge Capital, LLC | 77,052 | $3,559,802 | 0.67% |
| OmniStar Financial Group, Inc. | 11,555 | $533,860 | 0.67% |
| US FINANCIAL ADVISORS, LLC | 30,533 | $1,410,626 | 0.53% |