Eagle Ridge Investment Management - SPDR SER TR ownership

SPDR SER TR's ticker is EBND and the CUSIP is 78464A391. A total of 146 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Eagle Ridge Investment Management ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$3,207,000
-3.9%
141,094
+3.3%
0.34%
-2.0%
Q4 2021$3,337,000
-5.6%
136,537
-2.3%
0.35%
-11.4%
Q3 2021$3,535,000
+2.3%
139,721
+6.8%
0.39%
-1.7%
Q2 2021$3,457,000
+8.5%
130,802
+6.8%
0.40%
+4.2%
Q1 2021$3,186,000
-4.9%
122,435
+2.5%
0.38%
-9.0%
Q4 2020$3,349,000
+8.3%
119,408
+1.5%
0.42%
-2.3%
Q3 2020$3,092,000
+4.7%
117,675
+4.4%
0.43%
-3.1%
Q2 2020$2,953,000
+7.8%
112,674
+0.7%
0.45%
-6.1%
Q1 2020$2,739,000
-6.2%
111,855
+6.9%
0.48%
+21.4%
Q4 2019$2,920,000
+7.6%
104,612
+4.9%
0.39%
-0.3%
Q3 2019$2,713,000
+1.4%
99,701
+3.7%
0.39%
+1.3%
Q2 2019$2,676,000
+2.0%
96,188
-1.4%
0.39%
+0.5%
Q1 2019$2,624,000
+33.5%
97,525
+31.6%
0.39%
+15.6%
Q4 2018$1,966,000
-31.9%
74,122
-32.5%
0.33%
-19.7%
Q3 2018$2,888,000
+3.7%
109,761
+6.3%
0.42%
-1.0%
Q2 2018$2,784,000
+2.0%
103,260
+14.9%
0.42%
-0.5%
Q1 2018$2,730,000
+6.1%
89,862
+3.7%
0.42%
+6.3%
Q4 2017$2,572,000
+26.3%
86,663
+27.1%
0.40%
+17.8%
Q3 2017$2,037,000
+17.6%
68,166
+14.3%
0.34%
+2.4%
Q2 2017$1,732,000
+34.2%
59,627
+30.2%
0.33%
+30.0%
Q1 2017$1,291,000
+12.1%
45,783
+5.7%
0.25%
+5.9%
Q4 2016$1,152,000
-5.1%
43,333
+1.2%
0.24%
-11.5%
Q3 2016$1,214,000
+4.1%
42,838
+2.3%
0.27%
+0.7%
Q2 2016$1,166,000
+39.3%
41,863
+34.9%
0.27%
+36.7%
Q1 2016$837,000
+9.3%
31,033
-0.4%
0.20%
+6.5%
Q4 2015$766,000
-5.1%
31,163
-5.1%
0.18%
-11.5%
Q3 2015$807,00032,8330.21%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Sound Stewardship, LLC 188,074$3,729,4992.50%
CAPITAL INSIGHT PARTNERS, LLC 516,204$10,236,3262.32%
City State Bank 149,195$2,9591.63%
Charles Schwab Investment Advisory, Inc. 47,888,565$949,630,2441.50%
Empower Advisory Group, LLC 16,426,247$325,732,4801.44%
Ironwood Wealth Management, LLC. 174,459$3,459,5221.41%
HARBOR ADVISORY CORP /MA/ 195,265$3,872,1051.40%
BCWM, LLC 192,243$3,812,1821.39%
Aspire Private Capital, LLC 204,448$4,054,2231.32%
Treasure Coast Financial Planning 54,548$1,081,6870.75%
View complete list of SPDR SER TR shareholders