US FINANCIAL ADVISORS, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is EFIV and the CUSIP is 78468R531. A total of 1 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
US FINANCIAL ADVISORS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,168,824
+3.9%
28,170
+7.8%
0.49%
+1.7%
Q2 2023$1,125,458
-3.4%
26,143
-11.5%
0.48%
-8.1%
Q1 2023$1,165,116
+17.1%
29,549
+8.9%
0.52%
+4.2%
Q4 2022$994,76927,1350.50%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Bank of Italy 771,136$27,938,0001.18%
Integrated Wealth Concepts LLC 728,386$26,389,0000.82%
Blue Edge Capital, LLC 69,600$2,521,608,0000.59%
FLAGSHIP HARBOR ADVISORS, LLC 109,714$3,975,0000.45%
Baltimore-Washington Financial Advisors, Inc. 107,951$3,911,0000.42%
Warren Street Wealth Advisors, LLC 11,247$407,0000.39%
Sage Advisory Services, Ltd.Co. 29,362$1,064,0000.30%
Armbruster Capital Management, Inc. 23,925$867,0000.23%
Operose Advisors LLC 7,997$290,0000.20%
PFS INVESTMENTS INC. 145,124$5,258,0000.11%
View complete list of SPDR SER TR shareholders