SPDR SER TR's ticker is EFIV and the CUSIP is 78468R531. A total of 6 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,428,141 | +84.8% | 33,174 | +69.2% | 0.14% | +78.8% |
| Q1 2023 | $772,907 | +7.7% | 19,602 | +0.2% | 0.08% | +2.6% |
| Q4 2022 | $717,473 | +17.2% | 19,571 | +8.8% | 0.08% | +6.8% |
| Q3 2022 | $612,000 | -6.0% | 17,987 | +0.2% | 0.07% | -2.7% |
| Q2 2022 | $651,000 | -16.3% | 17,958 | +0.3% | 0.08% | -9.6% |
| Q1 2022 | $778,000 | -0.9% | 17,907 | +3.4% | 0.08% | +1.2% |
| Q4 2021 | $785,000 | +39.2% | 17,324 | +23.8% | 0.08% | +28.1% |
| Q3 2021 | $564,000 | +81.4% | 13,989 | +80.5% | 0.06% | +73.0% |
| Q2 2021 | $311,000 | +23.4% | 7,752 | +13.6% | 0.04% | +15.6% |
| Q1 2021 | $252,000 | +869.2% | 6,822 | +813.3% | 0.03% | +700.0% |
| Q4 2020 | $26,000 | +8.3% | 747 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $24,000 | – | 747 | – | 0.00% | – |
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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% |