SPDR SER TR's ticker is EFIV and the CUSIP is 78468R531. A total of 31 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $858,000 | -7.7% | 20,684 | -4.3% | 0.24% | -11.4% |
| Q2 2023 | $930,000 | +7.3% | 21,609 | -1.8% | 0.27% | +10.2% |
| Q1 2023 | $867,000 | +10.6% | 22,001 | +2.9% | 0.25% | +7.4% |
| Q4 2022 | $784,000 | -31.6% | 21,379 | -36.5% | 0.23% | -35.9% |
| Q3 2022 | $1,147,000 | +7.8% | 33,681 | +14.7% | 0.36% | +17.4% |
| Q2 2022 | $1,064,000 | -24.3% | 29,362 | -9.3% | 0.30% | -14.4% |
| Q1 2022 | $1,406,000 | +91.8% | 32,387 | +100.2% | 0.36% | +95.1% |
| Q4 2021 | $733,000 | – | 16,181 | – | 0.18% | – |
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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% |