NewEdge Advisors, LLC - SPDR SER TR ownership

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
NewEdge Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$44,686
+1165.9%
1,077
+1213.4%
0.00%
Q2 2023$3,530
+57.0%
82
+43.9%
0.00%
Q1 2023$2,248570.00%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
OmniStar Financial Group, Inc. 35,471$1,398,6341.78%
Bank of Italy 771,136$30,4061.01%
Integrated Wealth Concepts LLC 830,453$32,7450.68%
Koss-Olinger Consulting, LLC 126,849$5,002,0000.62%
Baltimore-Washington Financial Advisors, Inc. 179,098$7,061,8340.62%
Blue Edge Capital, LLC 62,150$2,450,5740.53%
US FINANCIAL ADVISORS, LLC 29,549$1,165,1160.52%
Armbruster Capital Management, Inc. 34,650$1,366,2500.35%
Warren Street Wealth Advisors, LLC 11,753$463,4100.33%
Veracity Capital LLC 15,537$612,6140.28%
View complete list of SPDR SER TR shareholders