SPDR SER TR's ticker is EFIV and the CUSIP is 78468R531. A total of 31 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,717,823 | +43.7% | 41,402 | +49.1% | 0.00% | +50.0% |
| Q2 2023 | $1,195,495 | +17.0% | 27,771 | +7.1% | 0.00% | 0.0% |
| Q1 2023 | $1,021,936 | +7.2% | 25,918 | -0.3% | 0.00% | 0.0% |
| Q4 2022 | $953,000 | +14.7% | 25,998 | +6.5% | 0.00% | 0.0% |
| Q3 2022 | $831,000 | -16.3% | 24,401 | -11.0% | 0.00% | 0.0% |
| Q2 2022 | $993,000 | -2.7% | 27,420 | +36.6% | 0.00% | 0.0% |
| Q1 2022 | $1,021,000 | +61.3% | 20,078 | +43.8% | 0.00% | +100.0% |
| Q4 2021 | $633,000 | +2160.7% | 13,966 | +1886.6% | 0.00% | – |
| Q3 2021 | $28,000 | – | 703 | +6930.0% | 0.00% | – |
| Q1 2021 | $0 | – | 10 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 173,230 | $7,457,534 | 3.43% |
| Baltimore-Washington Financial Advisors, Inc. | 340,159 | $14,643,857 | 1.17% |
| Bank of Italy | 771,136 | $33,197 | 1.03% |
| Koss-Olinger Consulting, LLC | 126,849 | $5,461,000 | 0.63% |
| OmniStar Financial Group, Inc. | 12,036 | $518,493 | 0.61% |
| Blue Edge Capital, LLC | 60,431 | $2,601,555 | 0.52% |
| Single Point Partners, LLC | 8,745 | $376 | 0.52% |
| US FINANCIAL ADVISORS, LLC | 26,143 | $1,125,458 | 0.48% |
| Armbruster Capital Management, Inc. | 35,775 | $1,540,114 | 0.38% |
| Integrated Wealth Concepts LLC | 510,474 | $21,975,939 | 0.38% |