Gradient Investments LLC - SPDR SER TR ownership

SPDR SER TR's ticker is EFIV and the CUSIP is 78468R531. A total of 52 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,896,840
-5.2%
69,817
-1.6%
0.08%
-3.8%
Q2 2023$3,055,172
-0.0%
70,968
-8.4%
0.08%
-4.8%
Q1 2023$3,055,431
-3.8%
77,490
-10.5%
0.08%
-17.0%
Q4 2022$3,174,609
-13.1%
86,596
-19.3%
0.10%
-10.7%
Q3 2022$3,654,000107,3400.11%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 173,230$7,457,5343.43%
Baltimore-Washington Financial Advisors, Inc. 340,159$14,643,8571.17%
Bank of Italy 771,136$33,1971.03%
Koss-Olinger Consulting, LLC 126,849$5,461,0000.63%
OmniStar Financial Group, Inc. 12,036$518,4930.61%
Blue Edge Capital, LLC 60,431$2,601,5550.52%
Single Point Partners, LLC 8,745$3760.52%
US FINANCIAL ADVISORS, LLC 26,143$1,125,4580.48%
Armbruster Capital Management, Inc. 35,775$1,540,1140.38%
Integrated Wealth Concepts LLC 510,474$21,975,9390.38%
View complete list of SPDR SER TR shareholders