SPDR SER TR's ticker is EBND and the CUSIP is 78464A391. A total of 166 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $807 | -4.0% | 40,727 | +2.3% | 0.36% | -9.5% |
| Q2 2023 | $841 | +1.6% | 39,805 | +2.0% | 0.40% | +1.0% |
| Q1 2023 | $828 | +4.5% | 39,013 | +1.3% | 0.39% | +2.9% |
| Q4 2022 | $792 | -99.9% | 38,520 | +1.8% | 0.38% | +4.1% |
| Q3 2022 | $718,000 | -4.8% | 37,828 | +2.6% | 0.37% | -2.6% |
| Q2 2022 | $754,000 | -8.2% | 36,877 | +2.1% | 0.38% | +8.0% |
| Q1 2022 | $821,000 | +35.5% | 36,122 | +45.8% | 0.35% | +41.7% |
| Q4 2021 | $606,000 | +2.2% | 24,781 | +5.7% | 0.25% | -3.9% |
| Q3 2021 | $593,000 | +4.4% | 23,440 | +8.8% | 0.26% | -16.8% |
| Q2 2021 | $568,000 | +33.3% | 21,535 | +31.5% | 0.31% | +50.0% |
| Q1 2021 | $426,000 | +67.1% | 16,371 | +79.5% | 0.21% | +68.9% |
| Q4 2020 | $255,000 | – | 9,119 | – | 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% |