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 | $415,677 | -6.7% | 20,962 | -0.5% | 0.43% | -12.7% |
| Q2 2023 | $445,630 | -6.2% | 21,060 | -6.0% | 0.50% | -8.3% |
| Q1 2023 | $475,244 | +2.0% | 22,396 | -1.1% | 0.54% | -2.0% |
| Q4 2022 | $465,787 | -46.2% | 22,655 | -49.7% | 0.55% | -51.0% |
| Q3 2022 | $865,000 | -7.0% | 45,008 | -1.0% | 1.12% | +4.4% |
| Q2 2022 | $930,000 | -8.6% | 45,460 | +1.3% | 1.08% | +2.1% |
| Q1 2022 | $1,018,000 | +30.7% | 44,896 | +40.8% | 1.06% | +35.6% |
| Q4 2021 | $779,000 | – | 31,880 | – | 0.78% | – |
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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% |