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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $230,401 | -86.9% | 4,339 | -87.5% | 0.00% | – |
| Q1 2024 | $1,753,764 | +87.2% | 34,632 | +70.8% | 0.00% | – |
| Q4 2023 | $936,890 | +354.5% | 20,279 | +308.2% | 0.00% | – |
| 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 ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 697,951 | $37,061,175 | 14.86% |
| Laurel Wealth Planning LLC | 222,197 | $11,799 | 8.21% |
| Financial Network Wealth Management LLC | 177,184 | $9,408 | 3.58% |
| Koss-Olinger Consulting, LLC | 351,995 | $18,691,000 | 1.73% |
| SEEDS INVESTOR LLC | 57,282 | $3,041,694 | 1.56% |
| Bank of Italy | 771,136 | $40,947 | 1.55% |
| Baltimore-Washington Financial Advisors, Inc. | 380,256 | $20,191,627 | 1.17% |
| SOA Wealth Advisors, LLC. | 90,489 | $4,804,944 | 0.97% |
| Blue Edge Capital, LLC | 96,561 | $5,127,389 | 0.85% |
| Financial Services Advisory Inc | 51,250 | $2,721,375 | 0.74% |