SPDR SER TR's ticker is EBND and the CUSIP is 78464A391. A total of 170 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,784 | -14.4% | 443 | -8.7% | 0.01% | 0.0% |
| Q2 2023 | $10,262 | +157.3% | 485 | +158.0% | 0.01% | +50.0% |
| Q1 2023 | $3,989 | +33.8% | 188 | +29.7% | 0.01% | +20.0% |
| Q4 2022 | $2,981 | +49.0% | 145 | +70.6% | 0.01% | -73.7% |
| Q3 2022 | $2,000 | 0.0% | 85 | +7.6% | 0.02% | +5.6% |
| Q2 2022 | $2,000 | 0.0% | 79 | 0.0% | 0.02% | +800.0% |
| Q1 2022 | $2,000 | +100.0% | 79 | +276.2% | 0.00% | +100.0% |
| Q4 2021 | $1,000 | – | 21 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RHS Financial, LLC | 84,882 | $2,251,000 | 3.25% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 558,236 | $15,106,000 | 0.95% |
| BCWM, LLC | 65,489 | $17,368,000 | 0.83% |
| Charles Schwab Investment Advisory, Inc. | 15,192,788 | $402,913,000 | 0.76% |
| Choate Investment Advisors | 427,861 | $11,347,000 | 0.73% |
| Versant Capital Management, Inc | 34,364 | $911,000 | 0.42% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 16,373 | $434,000 | 0.34% |
| Eagle Ridge Investment Management | 74,122 | $1,966,000 | 0.33% |
| Aspire Private Capital, LLC | 19,215 | $510,000 | 0.30% |
| MPS Loria Financial Planners, LLC | 10,876 | $288,000 | 0.21% |