SPDR SER TR's ticker is EBND and the CUSIP is 78464A391. A total of 141 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $281,000 | +6.4% | 9,979 | -0.7% | 0.13% | -8.0% |
| Q3 2020 | $264,000 | +2.3% | 10,049 | +2.1% | 0.14% | -0.7% |
| Q2 2020 | $258,000 | -10.4% | 9,844 | -9.5% | 0.14% | -33.3% |
| Q4 2018 | $288,000 | +30.9% | 10,876 | +31.3% | 0.21% | +50.0% |
| Q3 2018 | $220,000 | +0.5% | 8,281 | +2.1% | 0.14% | -37.6% |
| Q2 2018 | $219,000 | -8.8% | 8,114 | +2.9% | 0.22% | +30.8% |
| Q1 2018 | $240,000 | -20.5% | 7,885 | -22.6% | 0.17% | -18.0% |
| Q4 2017 | $302,000 | 0.0% | 10,182 | +0.6% | 0.21% | -4.6% |
| Q3 2017 | $302,000 | +4.5% | 10,120 | +3.3% | 0.22% | +11.3% |
| Q2 2017 | $289,000 | – | 9,793 | – | 0.19% | – |
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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% |