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 | $3,014 | -6.3% | 152 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,216 | -0.3% | 152 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $3,225 | +21.6% | 152 | +17.8% | 0.00% | 0.0% |
| Q4 2022 | $2,652 | +32.6% | 129 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | -33.3% | 129 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | 0.0% | 129 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $3,000 | 0.0% | 129 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | 0.0% | 129 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | – | 129 | – | 0.00% | – |
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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% |