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 | $206,132 | -86.6% | 4,968 | -86.1% | 0.00% | -100.0% |
| Q2 2023 | $1,539,640 | +162.2% | 35,764 | +140.2% | 0.00% | – |
| Q1 2023 | $587,152 | -25.3% | 14,891 | -35.5% | 0.00% | – |
| Q3 2022 | $786,000 | -70.2% | 23,078 | -60.4% | 0.00% | -100.0% |
| Q4 2021 | $2,637,000 | +265.2% | 58,223 | +225.3% | 0.00% | – |
| Q3 2021 | $722,000 | +23.8% | 17,896 | +7.0% | 0.00% | – |
| Q4 2020 | $583,000 | – | 16,720 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OmniStar Financial Group, Inc. | 35,471 | $1,398,634 | 1.78% |
| Bank of Italy | 771,136 | $30,406 | 1.01% |
| Integrated Wealth Concepts LLC | 830,453 | $32,745 | 0.68% |
| Koss-Olinger Consulting, LLC | 126,849 | $5,002,000 | 0.62% |
| Baltimore-Washington Financial Advisors, Inc. | 179,098 | $7,061,834 | 0.62% |
| Blue Edge Capital, LLC | 62,150 | $2,450,574 | 0.53% |
| US FINANCIAL ADVISORS, LLC | 29,549 | $1,165,116 | 0.52% |
| Armbruster Capital Management, Inc. | 34,650 | $1,366,250 | 0.35% |
| Warren Street Wealth Advisors, LLC | 11,753 | $463,410 | 0.33% |
| Veracity Capital LLC | 15,537 | $612,614 | 0.28% |