SPDR SER TR's ticker is EBND and the CUSIP is 78464A391. A total of 141 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,839 | +25.8% | 950 | +34.2% | 0.00% | +100.0% |
| Q2 2023 | $14,981 | -0.3% | 708 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $15,024 | +42.4% | 708 | +38.0% | 0.00% | 0.0% |
| Q4 2022 | $10,547 | -54.1% | 513 | -57.9% | 0.00% | -50.0% |
| Q3 2022 | $23,000 | +43.8% | 1,218 | +72.5% | 0.00% | +100.0% |
| Q1 2022 | $16,000 | -5.9% | 706 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $17,000 | +750.0% | 706 | +635.4% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 96 | +6.7% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 90 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | -33.3% | 90 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | +50.0% | 90 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 90 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | -66.7% | 90 | -65.9% | 0.00% | -100.0% |
| Q1 2020 | $6,000 | 0.0% | 264 | +23.4% | 0.00% | 0.0% |
| Q4 2019 | $6,000 | 0.0% | 214 | +0.9% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | +500.0% | 212 | +1077.8% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 18 | -47.1% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | – | 34 | – | 0.00% | – |
Download | ||||||
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% |