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 | $2,765,577 | +2.3% | 52,082 | -2.4% | 0.02% | 0.0% |
| Q1 2024 | $2,703,445 | +83.1% | 53,386 | +67.0% | 0.02% | +72.7% |
| Q4 2023 | $1,476,551 | +16.6% | 31,960 | +4.7% | 0.01% | 0.0% |
| Q3 2023 | $1,266,518 | +11.2% | 30,524 | +15.3% | 0.01% | +10.0% |
| Q2 2023 | $1,139,362 | +39.5% | 26,466 | +27.8% | 0.01% | +25.0% |
| Q1 2023 | $816,564 | +104722.1% | 20,709 | -2.5% | 0.01% | – |
| Q4 2022 | $779 | -99.9% | 21,240 | -2.2% | 0.00% | -100.0% |
| Q3 2022 | $739,000 | +75.1% | 21,715 | +86.3% | 0.01% | +100.0% |
| Q2 2022 | $422,000 | +85.9% | 11,659 | +122.6% | 0.00% | +100.0% |
| Q1 2022 | $227,000 | – | 5,237 | – | 0.00% | – |
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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% |