SPDR SER TR's ticker is EBND and the CUSIP is 78464A391. A total of 3 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $423,874 | +11.2% | 21,615 | +20.0% | 0.13% | +9.8% |
| Q2 2023 | $381,285 | -12.9% | 18,019 | -12.6% | 0.12% | -27.8% |
| Q1 2023 | $437,720 | +4.2% | 20,628 | +0.9% | 0.17% | -3.4% |
| Q4 2022 | $420,149 | +25.0% | 20,435 | +15.4% | 0.18% | +15.1% |
| Q3 2022 | $336,000 | -14.9% | 17,706 | -8.3% | 0.15% | -8.4% |
| Q2 2022 | $395,000 | +26.6% | 19,319 | +40.6% | 0.17% | +33.9% |
| Q1 2022 | $312,000 | -40.9% | 13,738 | -36.4% | 0.12% | -42.3% |
| Q4 2021 | $528,000 | – | 21,595 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 278,536 | $7,813,000 | 8.52% |
| Tempus Wealth Planning, LLC | 156,595 | $4,392,000 | 5.67% |
| Pictet North America Advisors SA | 1,008,133 | $28,278,000 | 3.58% |
| Valtinson Bruner Financial Planning LLC | 112,048 | $3,126,000 | 1.96% |
| Gradient Investments LLC | 1,520,327 | $39,954,000 | 1.70% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 82,834 | $2,323,000 | 1.38% |
| Strategic Blueprint, LLC | 172,112 | $4,828,000 | 1.21% |
| Destiny Wealth Partners, LLC | 156,255 | $4,383,000 | 0.91% |
| Aspire Private Capital, LLC | 80,443 | $2,256,000 | 0.86% |
| RPg Family Wealth Advisory, LLC | 62,609 | $1,756,183,000 | 0.83% |