SPDR SER TR's ticker is EFIV and the CUSIP is 78468R531. A total of 35 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,009,766 | +0.4% | 24,336 | +4.2% | 0.02% | -4.3% |
| Q2 2023 | $1,005,644 | +21.3% | 23,359 | +11.1% | 0.02% | +4.5% |
| Q1 2023 | $829,348 | -16.6% | 21,033 | -22.5% | 0.02% | -12.0% |
| Q4 2022 | $994,760 | +108.1% | 27,134 | +93.4% | 0.02% | +92.3% |
| Q3 2022 | $478,000 | +29.2% | 14,029 | +37.4% | 0.01% | +44.4% |
| Q2 2022 | $370,000 | +53.5% | 10,212 | +83.8% | 0.01% | +80.0% |
| Q1 2022 | $241,000 | – | 5,556 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 123,255 | $5,114,095 | 2.40% |
| Koss-Olinger Consulting, LLC | 231,762 | $9,616,000 | 1.42% |
| Baltimore-Washington Financial Advisors, Inc. | 351,685 | $14,592,093 | 1.18% |
| Bank of Italy | 771,136 | $31,996 | 1.02% |
| OmniStar Financial Group, Inc. | 12,034 | $501,537 | 0.60% |
| Blue Edge Capital, LLC | 61,156 | $2,537,479 | 0.53% |
| US FINANCIAL ADVISORS, LLC | 28,170 | $1,168,824 | 0.49% |
| Integrated Wealth Concepts LLC | 521,253 | $21,627,791 | 0.38% |
| Armbruster Capital Management, Inc. | 35,750 | $1,483,335 | 0.38% |
| Warren Street Wealth Advisors, LLC | 11,822 | $490,517 | 0.32% |