SPDR SER TR's ticker is EBND and the CUSIP is 78464A391. A total of 170 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $813 | -19.3% | 41,000 | -13.8% | 0.00% | 0.0% |
| Q2 2023 | $1,007 | -65.0% | 47,586 | -64.9% | 0.00% | -75.0% |
| Q1 2023 | $2,874 | +45.3% | 135,451 | +40.8% | 0.00% | +33.3% |
| Q4 2022 | $1,978 | -99.7% | 96,200 | +253.8% | 0.00% | +200.0% |
| Q1 2021 | $708,000 | -59.3% | 27,193 | -56.2% | 0.00% | -50.0% |
| Q4 2020 | $1,741,000 | +59.0% | 62,063 | +58.2% | 0.00% | +100.0% |
| Q4 2019 | $1,095,000 | +308.6% | 39,227 | +297.9% | 0.00% | – |
| Q3 2019 | $268,000 | -73.3% | 9,859 | -74.0% | 0.00% | -100.0% |
| Q4 2018 | $1,005,000 | +30.9% | 37,900 | +29.8% | 0.00% | 0.0% |
| Q3 2018 | $768,000 | -73.8% | 29,200 | -72.7% | 0.00% | -50.0% |
| Q2 2018 | $2,927,000 | +624.5% | 106,901 | +703.8% | 0.00% | – |
| Q1 2018 | $404,000 | – | 13,300 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RHS Financial, LLC | 84,882 | $2,251,000 | 3.25% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 558,236 | $15,106,000 | 0.95% |
| BCWM, LLC | 65,489 | $17,368,000 | 0.83% |
| Charles Schwab Investment Advisory, Inc. | 15,192,788 | $402,913,000 | 0.76% |
| Choate Investment Advisors | 427,861 | $11,347,000 | 0.73% |
| Versant Capital Management, Inc | 34,364 | $911,000 | 0.42% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 16,373 | $434,000 | 0.34% |
| Eagle Ridge Investment Management | 74,122 | $1,966,000 | 0.33% |
| Aspire Private Capital, LLC | 19,215 | $510,000 | 0.30% |
| MPS Loria Financial Planners, LLC | 10,876 | $288,000 | 0.21% |