SPDR SER TR's ticker is EBND and the CUSIP is 78464A391. A total of 166 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 2016 | $363,000 | +1.7% | 12,825 | 0.0% | 0.07% | -5.3% |
| Q2 2016 | $357,000 | +3.2% | 12,825 | 0.0% | 0.08% | -7.3% |
| Q1 2016 | $346,000 | -14.4% | 12,825 | -22.0% | 0.08% | -22.6% |
| Q4 2015 | $404,000 | -77.8% | 16,450 | -77.8% | 0.11% | -82.1% |
| Q3 2015 | $1,823,000 | -16.5% | 74,148 | -8.0% | 0.59% | -20.2% |
| Q2 2015 | $2,183,000 | -3.3% | 80,610 | -2.7% | 0.74% | -3.5% |
| Q1 2015 | $2,258,000 | +62.3% | 82,855 | +69.2% | 0.77% | +60.5% |
| Q4 2014 | $1,391,000 | – | 48,955 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sound Stewardship, LLC | 188,074 | $3,729,499 | 2.50% |
| CAPITAL INSIGHT PARTNERS, LLC | 516,204 | $10,236,326 | 2.32% |
| City State Bank | 149,195 | $2,959 | 1.63% |
| Charles Schwab Investment Advisory, Inc. | 47,888,565 | $949,630,244 | 1.50% |
| Empower Advisory Group, LLC | 16,426,247 | $325,732,480 | 1.44% |
| Ironwood Wealth Management, LLC. | 174,459 | $3,459,522 | 1.41% |
| HARBOR ADVISORY CORP /MA/ | 195,265 | $3,872,105 | 1.40% |
| BCWM, LLC | 192,243 | $3,812,182 | 1.39% |
| Aspire Private Capital, LLC | 204,448 | $4,054,223 | 1.32% |
| Treasure Coast Financial Planning | 54,548 | $1,081,687 | 0.75% |