SPDR SER TR's ticker is EFIV and the CUSIP is 78468R531. A total of 62 filers reported holding SPDR SER TR in Q1 2023. 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% | – |
Download | ||||||
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% |