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 ↓ |
|---|---|---|---|
| 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% |