GUARDIAN WEALTH ADVISORS, LLC / NC - SPDR SER TR ownership

SPDR SER TR's ticker is EFIV and the CUSIP is 78468R531. A total of 76 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
GUARDIAN WEALTH ADVISORS, LLC / NC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$61,596
+16.8%
1,160
+11.4%
0.01%
+16.7%
Q1 2024$52,716
+9.6%
1,0410.0%0.01%
-14.3%
Q4 2023$48,094
+13.2%
1,041
+1.7%
0.01%0.0%
Q3 2023$42,488
+715.7%
1,024
+746.3%
0.01%
+600.0%
Q2 2023$5,2091210.00%
Other shareholders
SPDR SER TR shareholders Q2 2023
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 697,951$37,061,17514.86%
Laurel Wealth Planning LLC 222,197$11,7998.21%
Financial Network Wealth Management LLC 177,184$9,4083.58%
Koss-Olinger Consulting, LLC 351,995$18,691,0001.73%
SEEDS INVESTOR LLC 57,282$3,041,6941.56%
Bank of Italy 771,136$40,9471.55%
Baltimore-Washington Financial Advisors, Inc. 380,256$20,191,6271.17%
SOA Wealth Advisors, LLC. 90,489$4,804,9440.97%
Blue Edge Capital, LLC 96,561$5,127,3890.85%
Financial Services Advisory Inc 51,250$2,721,3750.74%
View complete list of SPDR SER TR shareholders