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 ↓ |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 541,006 | $14,123,000 | 0.85% |
| Choate Investment Advisors | 415,138 | $11,201,000 | 0.62% |
| Charles Schwab Investment Advisory, Inc. | 13,301,076 | $349,951,000 | 0.61% |
| Eagle Ridge Investment Management | 109,761 | $2,888,000 | 0.42% |
| Versant Capital Management, Inc | 34,180 | $899,000 | 0.37% |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 721,633 | $18,986,000 | 0.16% |
| ASSETMARK, INC | 589,913 | $15,521,000 | 0.14% |
| MPS Loria Financial Planners, LLC | 8,281 | $220,000 | 0.14% |
| Perella Weinberg Partners Capital Management LP | 110,447 | $2,906,000 | 0.13% |
| Global Financial Private Capital, Inc | 135,411 | $3,563,000 | 0.13% |