SPDR SER TR's ticker is EFIV and the CUSIP is 78468R531. A total of 8 filers reported holding SPDR SER TR in Q4 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 ↓ |
|---|---|---|---|
| Bank of Italy | 771,136 | $33,483,000 | 1.19% |
| RETIREMENT CAPITAL STRATEGIES | 70,575 | $2,958,000 | 1.19% |
| Integrated Wealth Concepts LLC | 701,751 | $30,470,000 | 0.93% |
| Blue Edge Capital, LLC | 68,847 | $2,989,337,000 | 0.60% |
| FLAGSHIP HARBOR ADVISORS, LLC | 103,823 | $4,508,000 | 0.43% |
| Warren Street Wealth Advisors, LLC | 10,624 | $461,000 | 0.40% |
| Sage Advisory Services, Ltd.Co. | 32,387 | $1,406,000 | 0.36% |
| RETIREMENT INCOME SOLUTIONS, INC | 22,835 | $991,000 | 0.27% |
| Armbruster Capital Management, Inc. | 24,725 | $1,074,000 | 0.26% |
| Operose Advisors LLC | 7,965 | $346,000 | 0.24% |