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 | $598,231 | +1.4% | 28,192 | -1.8% | 0.04% | -2.3% |
| Q4 2022 | $590,032 | +5.9% | 28,698 | -2.2% | 0.04% | -4.3% |
| Q3 2022 | $557,000 | -8.1% | 29,354 | -1.0% | 0.05% | -6.1% |
| Q2 2022 | $606,000 | -18.0% | 29,646 | -8.8% | 0.05% | 0.0% |
| Q1 2022 | $739,000 | -6.6% | 32,502 | +0.4% | 0.05% | -2.0% |
| Q4 2021 | $791,000 | -2.3% | 32,378 | +1.1% | 0.05% | -9.1% |
| Q3 2021 | $810,000 | -4.7% | 32,019 | -0.4% | 0.06% | -3.5% |
| Q2 2021 | $850,000 | -0.2% | 32,147 | -1.8% | 0.06% | -5.0% |
| Q1 2021 | $852,000 | -10.4% | 32,750 | -3.4% | 0.06% | -7.7% |
| Q4 2020 | $951,000 | +10.3% | 33,889 | +3.3% | 0.06% | -12.2% |
| Q3 2020 | $862,000 | -0.8% | 32,807 | -1.0% | 0.07% | -9.8% |
| Q2 2020 | $869,000 | – | 33,154 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 541,006 | $14,123,000 | 0.85% |
| Choate Investment Advisors | 415,138 | $11,201,000 | 0.62% |
| Charles Schwab Investment Advisory, Inc. | 13,301,076 | $349,951,000 | 0.61% |
| Eagle Ridge Investment Management | 109,761 | $2,888,000 | 0.42% |
| Versant Capital Management, Inc | 34,180 | $899,000 | 0.37% |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 721,633 | $18,986,000 | 0.16% |
| ASSETMARK, INC | 589,913 | $15,521,000 | 0.14% |
| MPS Loria Financial Planners, LLC | 8,281 | $220,000 | 0.14% |
| Perella Weinberg Partners Capital Management LP | 110,447 | $2,906,000 | 0.13% |
| Global Financial Private Capital, Inc | 135,411 | $3,563,000 | 0.13% |