SPDR SER TR's ticker is EFIV and the CUSIP is 78468R531. A total of 76 filers reported holding SPDR SER TR in Q3 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% | – |
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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% |