R. W. Roge & Company, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is EFIV and the CUSIP is 78468R531. A total of 62 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
R. W. Roge & Company, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$405
-8.6%
10,146
-1.4%
0.30%
-1.6%
Q2 2023$443
+4.2%
10,294
-4.6%
0.31%
+13.2%
Q1 2023$42510,7940.27%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Bank of Italy 771,136$26,249,0001.15%
Integrated Wealth Concepts LLC 770,395$26,224,0000.84%
Blue Edge Capital, LLC 66,815$2,274,383,0000.56%
FLAGSHIP HARBOR ADVISORS, LLC 110,407$3,758,0000.44%
Baltimore-Washington Financial Advisors, Inc. 124,740$4,949,0000.42%
Warren Street Wealth Advisors, LLC 11,459$390,0000.39%
Sage Advisory Services, Ltd.Co. 33,681$1,147,0000.36%
Armbruster Capital Management, Inc. 24,975$850,0000.24%
Operose Advisors LLC 8,029$273,0000.18%
Gradient Investments LLC 107,340$3,654,0000.11%
View complete list of SPDR SER TR shareholders