SPDR SER TR's ticker is EFIV and the CUSIP is 78468R531. A total of 35 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $738,639 | +1.1% | 17,802 | +4.9% | 0.21% | +5.6% |
| Q2 2023 | $730,386 | +28.0% | 16,966 | +17.2% | 0.20% | +18.1% |
| Q1 2023 | $570,592 | +5.2% | 14,471 | -2.2% | 0.17% | -3.5% |
| Q4 2022 | $542,165 | +112.6% | 14,789 | +100.9% | 0.17% | +87.0% |
| Q3 2022 | $255,000 | +7.6% | 7,362 | +12.7% | 0.09% | +9.5% |
| Q2 2022 | $237,000 | -76.1% | 6,533 | -71.4% | 0.08% | -69.3% |
| Q1 2022 | $991,000 | – | 22,835 | – | 0.27% | – |
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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% |