SPDR SER TR's ticker is EFIV and the CUSIP is 78468R531. A total of 60 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $491,000 | -5.9% | 14,422 | +0.1% | 0.10% | -2.9% |
Q2 2022 | $522,000 | -17.5% | 14,404 | -1.2% | 0.10% | -3.7% |
Q1 2022 | $633,000 | -6.5% | 14,582 | -2.4% | 0.11% | -3.6% |
Q4 2021 | $677,000 | +10.6% | 14,940 | -1.5% | 0.11% | 0.0% |
Q3 2021 | $612,000 | 0.0% | 15,166 | -0.5% | 0.11% | 0.0% |
Q2 2021 | $612,000 | +9.9% | 15,239 | +1.2% | 0.11% | +1.8% |
Q1 2021 | $557,000 | – | 15,061 | – | 0.11% | – |
Download |
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% |