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 | $1,031 | +52.3% | 52 | +62.5% | 0.00% | – |
| Q2 2023 | $677 | -0.3% | 32 | 0.0% | 0.00% | – |
| Q1 2023 | $679 | +3.2% | 32 | 0.0% | 0.00% | – |
| Q4 2022 | $658 | -34.2% | 32 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 32 | -54.9% | 0.00% | – |
| Q2 2022 | $1,000 | -50.0% | 71 | 0.0% | 0.00% | -100.0% |
| Q1 2022 | $2,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,000 | 0.0% | 71 | -27.6% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | -33.3% | 98 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | +200.0% | 98 | +38.0% | 0.00% | – |
| Q1 2021 | $1,000 | -50.0% | 71 | -30.4% | 0.00% | -100.0% |
| Q4 2020 | $2,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | – | 102 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 348,333 | $7,123,000 | 4.00% |
| Pictet North America Advisors SA | 1,148,716 | $23,491,000 | 3.11% |
| HARBOR ADVISORY CORP /MA/ | 285,468 | $5,838,000 | 2.56% |
| Charles Schwab Investment Advisory, Inc. | 69,372,028 | $1,418,658,000 | 2.47% |
| Tempus Wealth Planning, LLC | 73,544 | $1,504,000 | 1.24% |
| Municipal Employees' Retirement System of Michigan | 3,224,783 | $65,947,000 | 1.22% |
| Aspire Private Capital, LLC | 149,216 | $3,051,000 | 1.09% |
| Destiny Wealth Partners, LLC | 239,237 | $4,892,000 | 1.08% |
| Upper Left Wealth Management, LLC | 45,460 | $930,000 | 1.08% |
| Ironwood Wealth Management, LLC. | 117,157 | $2,396,000 | 1.07% |