SPDR SER TR's ticker is EFIV and the CUSIP is 78468R531. A total of 38 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $233,640 | -16.7% | 4,400 | -20.5% | 0.01% | -14.3% |
| Q1 2024 | $280,444 | -32.4% | 5,538 | -38.3% | 0.01% | -41.7% |
| Q4 2023 | $414,876 | -9.5% | 8,980 | -18.7% | 0.01% | -25.0% |
| Q3 2023 | $458,320 | -17.0% | 11,046 | -13.9% | 0.02% | -27.3% |
| Q2 2023 | $552,504 | +3.7% | 12,834 | -5.0% | 0.02% | 0.0% |
| Q1 2023 | $532,739 | -32.5% | 13,511 | -37.2% | 0.02% | -35.3% |
| Q4 2022 | $789,253 | -2.9% | 21,529 | -9.9% | 0.03% | -12.8% |
| Q3 2022 | $813,000 | +85.2% | 23,894 | +97.3% | 0.04% | +85.7% |
| Q2 2022 | $439,000 | – | 12,108 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 710,516 | $32,825,858 | 14.23% |
| Laurel Wealth Planning LLC | 228,110 | $10,539 | 7.46% |
| SEEDS INVESTOR LLC | 42,053 | $1,942,837 | 2.20% |
| Koss-Olinger Consulting, LLC | 282,843 | $13,067,000 | 1.28% |
| Baltimore-Washington Financial Advisors, Inc. | 367,336 | $16,970,951 | 1.18% |
| Bank of Italy | 771,136 | $35,626 | 1.16% |
| Financial Services Advisory Inc | 50,919 | $2,352,458 | 0.67% |
| Blue Edge Capital, LLC | 77,052 | $3,559,802 | 0.67% |
| OmniStar Financial Group, Inc. | 11,555 | $533,860 | 0.67% |
| US FINANCIAL ADVISORS, LLC | 30,533 | $1,410,626 | 0.53% |