SPDR SER TR's ticker is EBND and the CUSIP is 78464A391. A total of 126 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $283,000 | +6.8% | 14,258 | +13.8% | 0.02% | +20.0% |
| Q2 2023 | $265,000 | +105900.0% | 12,534 | +3.0% | 0.02% | -6.2% |
| Q4 2022 | $250 | -99.9% | 12,172 | +8.0% | 0.02% | -27.3% |
| Q3 2022 | $214,000 | +269.0% | 11,272 | +413.8% | 0.02% | +1000.0% |
| Q1 2021 | $58,000 | +13.7% | 2,194 | +19.8% | 0.00% | 0.0% |
| Q4 2020 | $51,000 | +18.6% | 1,832 | +11.4% | 0.00% | 0.0% |
| Q3 2020 | $43,000 | +4.9% | 1,644 | +4.2% | 0.00% | 0.0% |
| Q2 2020 | $41,000 | +10.8% | 1,577 | +5.1% | 0.00% | -33.3% |
| Q1 2020 | $37,000 | +8.8% | 1,501 | +22.2% | 0.00% | 0.0% |
| Q4 2019 | $34,000 | +100.0% | 1,228 | +93.7% | 0.00% | +200.0% |
| Q3 2019 | $17,000 | – | 634 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RHS Financial, LLC | 84,882 | $2,251,000 | 3.25% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 558,236 | $15,106,000 | 0.95% |
| BCWM, LLC | 65,489 | $17,368,000 | 0.83% |
| Charles Schwab Investment Advisory, Inc. | 15,192,788 | $402,913,000 | 0.76% |
| Choate Investment Advisors | 427,861 | $11,347,000 | 0.73% |
| Versant Capital Management, Inc | 34,364 | $911,000 | 0.42% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 16,373 | $434,000 | 0.34% |
| Eagle Ridge Investment Management | 74,122 | $1,966,000 | 0.33% |
| Aspire Private Capital, LLC | 19,215 | $510,000 | 0.30% |
| MPS Loria Financial Planners, LLC | 10,876 | $288,000 | 0.21% |