SPDR SER TR's ticker is EFIV and the CUSIP is 78468R531. A total of 76 filers reported holding SPDR SER TR in Q3 2023. 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 ↓ |
|---|---|---|---|
| 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% |