SPDR SER TR's ticker is EBND and the CUSIP is 78464A391. A total of 175 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $70,026 | +48529.2% | 3,300 | +47042.9% | 0.00% | – |
| Q4 2022 | $144 | -97.6% | 7 | -97.0% | 0.00% | – |
| Q2 2021 | $6,000 | +20.0% | 233 | +37.9% | 0.00% | – |
| Q4 2020 | $5,000 | +25.0% | 169 | 0.0% | 0.00% | – |
| Q3 2020 | $4,000 | -42.9% | 169 | -38.3% | 0.00% | – |
| Q1 2020 | $7,000 | 0.0% | 274 | +13.2% | 0.00% | – |
| Q4 2019 | $7,000 | -46.2% | 242 | -42.0% | 0.00% | -100.0% |
| Q1 2018 | $13,000 | +8.3% | 417 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $12,000 | – | 417 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 348,333 | $7,123,000 | 4.00% |
| Pictet North America Advisors SA | 1,148,716 | $23,491,000 | 3.11% |
| HARBOR ADVISORY CORP /MA/ | 285,468 | $5,838,000 | 2.56% |
| Charles Schwab Investment Advisory, Inc. | 69,372,028 | $1,418,658,000 | 2.47% |
| Tempus Wealth Planning, LLC | 73,544 | $1,504,000 | 1.24% |
| Municipal Employees' Retirement System of Michigan | 3,224,783 | $65,947,000 | 1.22% |
| Aspire Private Capital, LLC | 149,216 | $3,051,000 | 1.09% |
| Destiny Wealth Partners, LLC | 239,237 | $4,892,000 | 1.08% |
| Upper Left Wealth Management, LLC | 45,460 | $930,000 | 1.08% |
| Ironwood Wealth Management, LLC. | 117,157 | $2,396,000 | 1.07% |