SPDR SER TR's ticker is EBND and the CUSIP is 78464A391. A total of 142 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,054,223 | -1.9% | 204,448 | +4.7% | 1.32% | +0.4% |
| Q2 2023 | $4,133,620 | +5.0% | 195,351 | +5.3% | 1.32% | +0.7% |
| Q1 2023 | $3,935,388 | +24.2% | 185,457 | +20.4% | 1.31% | +14.9% |
| Q4 2022 | $3,167,754 | +8.7% | 154,074 | +0.3% | 1.14% | +2.6% |
| Q3 2022 | $2,915,000 | -4.5% | 153,648 | +3.0% | 1.11% | +1.8% |
| Q2 2022 | $3,051,000 | -7.1% | 149,216 | +3.3% | 1.09% | +3.9% |
| Q1 2022 | $3,284,000 | -2.8% | 144,471 | +4.5% | 1.05% | -0.8% |
| Q4 2021 | $3,379,000 | +2.3% | 138,262 | +5.9% | 1.06% | -4.3% |
| Q3 2021 | $3,302,000 | -5.8% | 130,505 | -1.6% | 1.10% | -1.8% |
| Q2 2021 | $3,505,000 | +42.1% | 132,614 | +39.9% | 1.12% | +30.0% |
| Q1 2021 | $2,467,000 | +9.4% | 94,796 | +17.8% | 0.86% | +0.2% |
| Q4 2020 | $2,256,000 | +8.6% | 80,443 | +1.8% | 0.86% | +1.3% |
| Q3 2020 | $2,077,000 | +6.6% | 79,046 | +6.3% | 0.85% | -6.1% |
| Q2 2020 | $1,949,000 | +9.2% | 74,374 | +2.1% | 0.91% | -6.5% |
| Q1 2020 | $1,785,000 | -9.9% | 72,873 | +2.6% | 0.97% | +12.9% |
| Q4 2019 | $1,982,000 | +10.0% | 71,005 | +7.2% | 0.86% | +0.2% |
| Q3 2019 | $1,802,000 | +36.6% | 66,216 | +39.7% | 0.86% | +35.9% |
| Q2 2019 | $1,319,000 | +138.9% | 47,395 | +130.9% | 0.63% | +126.6% |
| Q1 2019 | $552,000 | +8.2% | 20,530 | +6.8% | 0.28% | -5.8% |
| Q4 2018 | $510,000 | – | 19,215 | – | 0.30% | – |
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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% |