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 | $1,521,141 | -25.3% | 36,661 | -22.5% | 0.13% | -24.4% |
Q2 2023 | $2,036,709 | +7.0% | 47,310 | -2.0% | 0.17% | -6.1% |
Q1 2023 | $1,903,611 | -50.5% | 48,278 | -54.0% | 0.18% | -54.6% |
Q4 2022 | $3,845,614 | +2.3% | 104,899 | -5.0% | 0.39% | -9.6% |
Q3 2022 | $3,758,000 | -5.5% | 110,407 | +0.6% | 0.44% | -2.5% |
Q2 2022 | $3,975,000 | -11.8% | 109,714 | +5.7% | 0.45% | +3.0% |
Q1 2022 | $4,508,000 | +17.8% | 103,823 | +22.9% | 0.43% | +19.9% |
Q4 2021 | $3,827,000 | +132.6% | 84,487 | +106.1% | 0.36% | +104.5% |
Q3 2021 | $1,645,000 | 0.0% | 40,985 | 0.0% | 0.18% | +0.6% |
Q2 2021 | $1,645,000 | +26.6% | 40,985 | +16.6% | 0.18% | +19.7% |
Q1 2021 | $1,299,000 | +148.4% | 35,157 | +134.4% | 0.15% | +126.2% |
Q4 2020 | $523,000 | – | 14,999 | – | 0.06% | – |
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% |