SPDR SER TR's ticker is EFIV and the CUSIP is 78468R531. A total of 62 filers reported holding SPDR SER TR in Q1 2023. 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 173,230 | $7,457,534 | 3.43% |
| Baltimore-Washington Financial Advisors, Inc. | 340,159 | $14,643,857 | 1.17% |
| Bank of Italy | 771,136 | $33,197 | 1.03% |
| Koss-Olinger Consulting, LLC | 126,849 | $5,461,000 | 0.63% |
| OmniStar Financial Group, Inc. | 12,036 | $518,493 | 0.61% |
| Blue Edge Capital, LLC | 60,431 | $2,601,555 | 0.52% |
| Single Point Partners, LLC | 8,745 | $376 | 0.52% |
| US FINANCIAL ADVISORS, LLC | 26,143 | $1,125,458 | 0.48% |
| Armbruster Capital Management, Inc. | 35,775 | $1,540,114 | 0.38% |
| Integrated Wealth Concepts LLC | 510,474 | $21,975,939 | 0.38% |