SPDR SER TR's ticker is EFIV and the CUSIP is 78468R531. A total of 74 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $363 | -3.5% | 8,758 | +0.1% | 0.10% | -81.7% |
| Q2 2023 | $376 | +10.9% | 8,745 | +1.8% | 0.52% | +601.4% |
| Q1 2023 | $339 | +8.0% | 8,590 | +0.2% | 0.07% | -1.3% |
| Q4 2022 | $314 | -99.9% | 8,575 | +0.2% | 0.08% | -6.2% |
| Q3 2022 | $291,000 | +0.7% | 8,555 | +7.1% | 0.08% | +1.3% |
| Q2 2022 | $289,000 | – | 7,988 | – | 0.08% | – |
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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% |