SPDR SER TR's ticker is EFIV and the CUSIP is 78468R531. A total of 31 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $338,538 | -3.3% | 8,159 | +0.4% | 0.13% | -15.7% |
| Q2 2023 | $350,009 | +9.6% | 8,130 | +0.4% | 0.16% | 0.0% |
| Q1 2023 | $319,372 | +8.0% | 8,100 | +0.4% | 0.16% | +0.6% |
| Q4 2022 | $295,738 | +8.3% | 8,067 | +0.5% | 0.16% | -11.7% |
| Q3 2022 | $273,000 | -5.9% | 8,029 | +0.4% | 0.18% | -12.3% |
| Q2 2022 | $290,000 | -16.2% | 7,997 | +0.4% | 0.20% | -14.6% |
| Q1 2022 | $346,000 | -3.9% | 7,965 | +0.3% | 0.24% | -18.4% |
| Q4 2021 | $360,000 | – | 7,940 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FLAGSHIP HARBOR ADVISORS, LLC | 35,157 | $1,299,000 | 0.15% |
| Merriman Wealth Management, LLC | 33,056 | $1,221,000 | 0.14% |
| Keystone Financial Group | 15,061 | $557,000 | 0.11% |
| Baltimore-Washington Financial Advisors, Inc. | 21,333 | $788,000 | 0.08% |
| BerganKDV Wealth Management, LLC | 6,822 | $252,000 | 0.03% |
| RAYMOND JAMES & ASSOCIATES | 23,760 | $878,000 | 0.00% |
| RMR Wealth Builders | 78 | $3,000 | 0.00% |
| OSAIC HOLDINGS, INC. | 10 | $0 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| LPL Financial LLC | 8,662 | $320,000 | 0.00% |