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 | $611,214 | +1.4% | 14,731 | +5.2% | 0.00% | – |
| Q2 2023 | $602,700 | -1.9% | 14,000 | -10.1% | 0.00% | – |
| Q1 2023 | $614,279 | +7.2% | 15,579 | -0.3% | 0.00% | – |
| Q4 2022 | $572,813 | +208.0% | 15,625 | +186.6% | 0.00% | – |
| Q3 2022 | $186,000 | +10.7% | 5,452 | +17.7% | 0.00% | – |
| Q2 2022 | $168,000 | +48.7% | 4,634 | +78.8% | 0.00% | – |
| Q1 2022 | $113,000 | +21.5% | 2,592 | +26.6% | 0.00% | – |
| Q4 2021 | $93,000 | +50.0% | 2,048 | +34.1% | 0.00% | – |
| Q3 2021 | $62,000 | +106.7% | 1,527 | +101.7% | 0.00% | – |
| Q2 2021 | $30,000 | – | 757 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 123,255 | $5,114,095 | 2.40% |
| Koss-Olinger Consulting, LLC | 231,762 | $9,616,000 | 1.42% |
| Baltimore-Washington Financial Advisors, Inc. | 351,685 | $14,592,093 | 1.18% |
| Bank of Italy | 771,136 | $31,996 | 1.02% |
| OmniStar Financial Group, Inc. | 12,034 | $501,537 | 0.60% |
| Blue Edge Capital, LLC | 61,156 | $2,537,479 | 0.53% |
| US FINANCIAL ADVISORS, LLC | 28,170 | $1,168,824 | 0.49% |
| Integrated Wealth Concepts LLC | 521,253 | $21,627,791 | 0.38% |
| Armbruster Capital Management, Inc. | 35,750 | $1,483,335 | 0.38% |
| Warren Street Wealth Advisors, LLC | 11,822 | $490,517 | 0.32% |