SPDR SER TR's ticker is EFIV and the CUSIP is 78468R531. A total of 74 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |