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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $3,068,000 | +5.3% | 117,406 | +7.2% | 1.75% | +2.2% |
| Q1 2021 | $2,914,000 | -6.8% | 109,504 | -2.3% | 1.72% | -12.5% |
| Q4 2020 | $3,126,000 | +120.8% | 112,048 | +107.7% | 1.96% | +97.7% |
| Q3 2020 | $1,416,000 | -10.1% | 53,955 | -8.9% | 0.99% | -11.3% |
| Q2 2020 | $1,575,000 | +16.5% | 59,247 | +9.8% | 1.12% | +2.6% |
| Q1 2020 | $1,352,000 | -7.9% | 53,975 | +2.3% | 1.09% | +3.5% |
| Q4 2019 | $1,468,000 | -15.9% | 52,782 | -16.9% | 1.05% | -25.8% |
| Q3 2019 | $1,745,000 | – | 63,517 | – | 1.42% | – |
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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% |