SPDR SER TR's ticker is EFIV and the CUSIP is 78468R531. A total of 60 filers reported holding SPDR SER TR in Q4 2022. 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 123,255 | $5,114,095 | 2.40% |
| Koss-Olinger Consulting, LLC | 231,762 | $9,616,000 | 1.42% |
| Baltimore-Washington Financial Advisors, Inc. | 351,685 | $14,592,093 | 1.18% |
| Bank of Italy | 771,136 | $31,996 | 1.02% |
| OmniStar Financial Group, Inc. | 12,034 | $501,537 | 0.60% |
| Blue Edge Capital, LLC | 61,156 | $2,537,479 | 0.53% |
| US FINANCIAL ADVISORS, LLC | 28,170 | $1,168,824 | 0.49% |
| Integrated Wealth Concepts LLC | 521,253 | $21,627,791 | 0.38% |
| Armbruster Capital Management, Inc. | 35,750 | $1,483,335 | 0.38% |
| Warren Street Wealth Advisors, LLC | 11,822 | $490,517 | 0.32% |