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
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
RETIREMENT CAPITAL STRATEGIES | 697,951 | $37,061,175 | 14.86% |
Laurel Wealth Planning LLC | 222,197 | $11,799 | 8.21% |
Financial Network Wealth Management LLC | 177,184 | $9,408 | 3.58% |
Koss-Olinger Consulting, LLC | 351,995 | $18,691,000 | 1.73% |
SEEDS INVESTOR LLC | 57,282 | $3,041,694 | 1.56% |
Bank of Italy | 771,136 | $40,947 | 1.55% |
Baltimore-Washington Financial Advisors, Inc. | 380,256 | $20,191,627 | 1.17% |
SOA Wealth Advisors, LLC. | 90,489 | $4,804,944 | 0.97% |
Blue Edge Capital, LLC | 96,561 | $5,127,389 | 0.85% |
Financial Services Advisory Inc | 51,250 | $2,721,375 | 0.74% |