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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $476,042 | +6.7% | 8,965 | +1.8% | 0.00% | – |
| Q1 2024 | $446,138 | +34.3% | 8,810 | +22.5% | 0.00% | – |
| Q4 2023 | $332,178 | -71.5% | 7,190 | -75.7% | 0.00% | – |
| Q1 2023 | $1,166,655 | +34.7% | 29,588 | +25.2% | 0.00% | – |
| Q4 2022 | $866,349 | +264030.8% | 23,632 | +145.4% | 0.00% | – |
| Q3 2022 | $328 | -6.0% | 9,631 | 0.0% | 0.00% | – |
| Q2 2022 | $349 | -100.0% | 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 ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 710,516 | $32,825,858 | 14.23% |
| Laurel Wealth Planning LLC | 228,110 | $10,539 | 7.46% |
| SEEDS INVESTOR LLC | 42,053 | $1,942,837 | 2.20% |
| Koss-Olinger Consulting, LLC | 282,843 | $13,067,000 | 1.28% |
| Baltimore-Washington Financial Advisors, Inc. | 367,336 | $16,970,951 | 1.18% |
| Bank of Italy | 771,136 | $35,626 | 1.16% |
| Financial Services Advisory Inc | 50,919 | $2,352,458 | 0.67% |
| Blue Edge Capital, LLC | 77,052 | $3,559,802 | 0.67% |
| OmniStar Financial Group, Inc. | 11,555 | $533,860 | 0.67% |
| US FINANCIAL ADVISORS, LLC | 30,533 | $1,410,626 | 0.53% |