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 | $490,517 | -3.6% | 11,822 | -0.0% | 0.32% | -3.6% |
Q2 2023 | $508,968 | +9.8% | 11,823 | +0.6% | 0.34% | +1.8% |
Q1 2023 | $463,410 | +7.9% | 11,753 | +0.3% | 0.33% | -4.3% |
Q4 2022 | $429,425 | +10.1% | 11,714 | +2.2% | 0.34% | -12.2% |
Q3 2022 | $390,000 | -4.2% | 11,459 | +1.9% | 0.39% | 0.0% |
Q2 2022 | $407,000 | -11.7% | 11,247 | +5.9% | 0.39% | -2.2% |
Q1 2022 | $461,000 | – | 10,624 | – | 0.40% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
OmniStar Financial Group, Inc. | 35,471 | $1,398,634 | 1.78% |
Bank of Italy | 771,136 | $30,406 | 1.01% |
Integrated Wealth Concepts LLC | 830,453 | $32,745 | 0.68% |
Koss-Olinger Consulting, LLC | 126,849 | $5,002,000 | 0.62% |
Baltimore-Washington Financial Advisors, Inc. | 179,098 | $7,061,834 | 0.62% |
Blue Edge Capital, LLC | 62,150 | $2,450,574 | 0.53% |
US FINANCIAL ADVISORS, LLC | 29,549 | $1,165,116 | 0.52% |
Armbruster Capital Management, Inc. | 34,650 | $1,366,250 | 0.35% |
Warren Street Wealth Advisors, LLC | 11,753 | $463,410 | 0.33% |
Veracity Capital LLC | 15,537 | $612,614 | 0.28% |