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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,166,655 | +34.7% | 29,588 | +25.2% | 0.00% | – |
| Q4 2022 | $866,349 | +164.1% | 23,632 | +145.4% | 0.00% | – |
| Q3 2022 | $328,000 | -6.0% | 9,631 | 0.0% | 0.00% | – |
| Q2 2022 | $349,000 | -72.7% | 9,631 | -67.3% | 0.00% | – |
| Q1 2022 | $1,277,000 | +210.7% | 29,411 | +224.2% | 0.00% | – |
| Q4 2021 | $411,000 | -72.1% | 9,073 | -75.1% | 0.00% | – |
| Q3 2021 | $1,473,000 | -34.5% | 36,506 | -34.8% | 0.00% | -100.0% |
| Q2 2021 | $2,248,000 | – | 56,010 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bank of Italy | 771,136 | $27,938,000 | 1.18% |
| Integrated Wealth Concepts LLC | 728,386 | $26,389,000 | 0.82% |
| Blue Edge Capital, LLC | 69,600 | $2,521,608,000 | 0.59% |
| FLAGSHIP HARBOR ADVISORS, LLC | 109,714 | $3,975,000 | 0.45% |
| Baltimore-Washington Financial Advisors, Inc. | 107,951 | $3,911,000 | 0.42% |
| Warren Street Wealth Advisors, LLC | 11,247 | $407,000 | 0.39% |
| Sage Advisory Services, Ltd.Co. | 29,362 | $1,064,000 | 0.30% |
| Armbruster Capital Management, Inc. | 23,925 | $867,000 | 0.23% |
| Operose Advisors LLC | 7,997 | $290,000 | 0.20% |
| PFS INVESTMENTS INC. | 145,124 | $5,258,000 | 0.11% |