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 | $383,000 | +1.9% | 13,503 | 0.0% | 0.16% | +2.6% |
| Q2 2016 | $376,000 | +3.3% | 13,503 | 0.0% | 0.15% | +0.7% |
| Q1 2016 | $364,000 | +9.6% | 13,503 | 0.0% | 0.15% | +16.8% |
| Q4 2015 | $332,000 | 0.0% | 13,503 | 0.0% | 0.13% | -27.2% |
| Q3 2015 | $332,000 | -78.9% | 13,503 | -76.8% | 0.18% | -45.5% |
| Q2 2015 | $1,574,000 | -0.6% | 58,141 | 0.0% | 0.33% | -2.1% |
| Q1 2015 | $1,584,000 | -4.1% | 58,141 | 0.0% | 0.34% | -10.1% |
| Q4 2014 | $1,652,000 | -4.1% | 58,141 | 0.0% | 0.38% | -21.2% |
| Q3 2014 | $1,722,000 | -5.1% | 58,141 | 0.0% | 0.48% | -1.9% |
| Q2 2014 | $1,815,000 | +65.6% | 58,141 | +57.3% | 0.48% | +32.5% |
| Q1 2014 | $1,096,000 | +0.1% | 36,972 | +0.4% | 0.37% | -12.6% |
| Q4 2013 | $1,095,000 | – | 36,814 | – | 0.42% | – |
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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% |