SPDR SER TR's ticker is EBND and the CUSIP is 78464A391. A total of 151 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $922,868 | -3.2% | 46,539 | +3.1% | 0.23% | +0.4% |
| Q2 2023 | $953,378 | +12.6% | 45,141 | +13.2% | 0.23% | +8.5% |
| Q1 2023 | $846,402 | +20.3% | 39,887 | +16.6% | 0.21% | +13.4% |
| Q4 2022 | $703,378 | +10.4% | 34,211 | +1.9% | 0.19% | +1.6% |
| Q3 2022 | $637,000 | +6.2% | 33,586 | +14.4% | 0.18% | +7.6% |
| Q2 2022 | $600,000 | -1.2% | 29,361 | +9.9% | 0.17% | +3.0% |
| Q1 2022 | $607,000 | +6.5% | 26,721 | +14.7% | 0.16% | +10.7% |
| Q4 2021 | $570,000 | +8.8% | 23,306 | +12.5% | 0.15% | +3.5% |
| Q3 2021 | $524,000 | +8.9% | 20,721 | +13.9% | 0.14% | +8.3% |
| Q2 2021 | $481,000 | +20.2% | 18,194 | +27.5% | 0.13% | +9.0% |
| Q1 2021 | $400,000 | +16.6% | 14,273 | +9.5% | 0.12% | +5.2% |
| Q4 2020 | $343,000 | 0.0% | 13,034 | 0.0% | 0.12% | 0.0% |
| Q3 2020 | $343,000 | -0.6% | 13,034 | -1.0% | 0.12% | -5.7% |
| Q2 2020 | $345,000 | – | 13,167 | – | 0.12% | – |
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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% |