SPDR SER TR's ticker is EFIV and the CUSIP is 78468R531. A total of 76 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |