SPDR SER TR's ticker is EFIV and the CUSIP is 78468R531. A total of 60 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,114,095 | -31.4% | 123,255 | -28.8% | 2.40% | -30.2% |
| Q2 2023 | $7,457,534 | +113.4% | 173,230 | +81.7% | 3.43% | +100.1% |
| Q4 2022 | $3,494,395 | +18.1% | 95,319 | +35.1% | 1.72% | +44.6% |
| Q1 2022 | $2,958,000 | +58.8% | 70,575 | +71.6% | 1.19% | +73.4% |
| Q4 2021 | $1,863,000 | +12.2% | 41,129 | -0.1% | 0.68% | +7.4% |
| Q3 2021 | $1,661,000 | – | 41,182 | – | 0.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FLAGSHIP HARBOR ADVISORS, LLC | 35,157 | $1,299,000 | 0.15% |
| Merriman Wealth Management, LLC | 33,056 | $1,221,000 | 0.14% |
| Keystone Financial Group | 15,061 | $557,000 | 0.11% |
| Baltimore-Washington Financial Advisors, Inc. | 21,333 | $788,000 | 0.08% |
| BerganKDV Wealth Management, LLC | 6,822 | $252,000 | 0.03% |
| RAYMOND JAMES & ASSOCIATES | 23,760 | $878,000 | 0.00% |
| RMR Wealth Builders | 78 | $3,000 | 0.00% |
| OSAIC HOLDINGS, INC. | 10 | $0 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| LPL Financial LLC | 8,662 | $320,000 | 0.00% |