SPDR SER TR's ticker is EBND and the CUSIP is 78464A391. A total of 3 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $107,855 | -98.6% | 5,439 | -98.5% | 0.01% | -98.6% |
| Q2 2023 | $7,713,434 | +0.5% | 364,529 | +0.8% | 0.80% | -11.6% |
| Q1 2023 | $7,675,274 | – | 361,700 | – | 0.91% | – |
| Q4 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2018 | $9,210,000 | +8.9% | 306,388 | +7.5% | 2.00% | +3.7% |
| Q4 2017 | $8,458,000 | +3.3% | 284,963 | +2.2% | 1.93% | -1.3% |
| Q3 2017 | $8,189,000 | +163680.0% | 278,712 | +142829.2% | 1.96% | +195800.0% |
| Q4 2016 | $5,000 | -100.0% | 195 | -100.0% | 0.00% | -100.0% |
| Q3 2016 | $11,919,000 | -57.1% | 420,710 | -57.8% | 2.74% | -58.6% |
| Q2 2016 | $27,794,000 | – | 997,930 | – | 6.61% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 278,536 | $7,813,000 | 8.52% |
| Tempus Wealth Planning, LLC | 156,595 | $4,392,000 | 5.67% |
| Pictet North America Advisors SA | 1,008,133 | $28,278,000 | 3.58% |
| Valtinson Bruner Financial Planning LLC | 112,048 | $3,126,000 | 1.96% |
| Gradient Investments LLC | 1,520,327 | $39,954,000 | 1.70% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 82,834 | $2,323,000 | 1.38% |
| Strategic Blueprint, LLC | 172,112 | $4,828,000 | 1.21% |
| Destiny Wealth Partners, LLC | 156,255 | $4,383,000 | 0.91% |
| Aspire Private Capital, LLC | 80,443 | $2,256,000 | 0.86% |
| RPg Family Wealth Advisory, LLC | 62,609 | $1,756,183,000 | 0.83% |