SPDR SER TR's ticker is EFIV and the CUSIP is 78468R531. A total of 64 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $18,691,000 | +43.0% | 351,995 | +24.4% | 1.73% | +34.7% |
| Q4 2023 | $13,067,000 | +35.9% | 282,843 | +22.0% | 1.28% | -9.7% |
| Q3 2023 | $9,616,000 | +76.1% | 231,762 | +82.7% | 1.42% | +123.8% |
| Q2 2023 | $5,461,000 | +9.2% | 126,849 | 0.0% | 0.63% | +1.6% |
| Q1 2023 | $5,002,000 | +7.6% | 126,849 | 0.0% | 0.62% | -6.7% |
| Q4 2022 | $4,650,000 | – | 126,849 | – | 0.67% | – |
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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% |