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 | $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 ↓ |
|---|---|---|---|
| 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% |