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 2023 | $2,184 | -10.4% | 110,157 | -4.4% | 0.05% | -16.1% |
| Q2 2023 | $2,437 | +0.2% | 115,219 | +0.5% | 0.06% | +3.7% |
| Q1 2023 | $2,432 | +3.1% | 114,625 | -0.1% | 0.05% | +3.8% |
| Q4 2022 | $2,358 | -99.9% | 114,693 | +4.0% | 0.05% | +10.6% |
| Q3 2022 | $2,099,000 | -8.5% | 110,275 | -1.7% | 0.05% | -7.8% |
| Q2 2022 | $2,294,000 | -13.2% | 112,185 | -3.5% | 0.05% | +10.9% |
| Q1 2022 | $2,644,000 | -9.9% | 116,310 | -3.2% | 0.05% | +64.3% |
| Q4 2021 | $2,936,000 | -3.8% | 120,147 | -0.4% | 0.03% | -12.5% |
| Q3 2021 | $3,051,000 | -5.5% | 120,596 | -1.2% | 0.03% | -5.9% |
| Q2 2021 | $3,227,000 | +0.6% | 122,078 | -1.0% | 0.03% | +6.2% |
| Q1 2021 | $3,208,000 | +13.0% | 123,288 | +13.3% | 0.03% | -5.9% |
| Q4 2020 | $2,839,000 | – | 108,835 | – | 0.03% | – |
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% |