SPDR SER TR's ticker is EBND and the CUSIP is 78464A391. A total of 166 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $793 | -20.7% | 40 | +110.5% | 0.00% | – |
| Q2 2021 | $1,000 | -80.0% | 19 | -90.1% | 0.00% | – |
| Q1 2021 | $5,000 | 0.0% | 191 | -1.0% | 0.00% | – |
| Q4 2020 | $5,000 | -83.9% | 193 | -83.6% | 0.00% | – |
| Q3 2020 | $31,000 | +520.0% | 1,177 | +513.0% | 0.00% | – |
| Q2 2020 | $5,000 | -44.4% | 192 | -49.7% | 0.00% | – |
| Q1 2020 | $9,000 | -30.8% | 382 | -15.7% | 0.00% | – |
| Q4 2019 | $13,000 | +30.0% | 453 | +18.3% | 0.00% | – |
| Q3 2019 | $10,000 | -52.4% | 383 | -49.9% | 0.00% | – |
| Q2 2019 | $21,000 | 0.0% | 765 | 0.0% | 0.00% | – |
| Q1 2019 | $21,000 | -60.4% | 765 | -61.7% | 0.00% | – |
| Q4 2018 | $53,000 | +165.0% | 1,999 | +161.3% | 0.00% | – |
| Q3 2018 | $20,000 | – | 765 | – | 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% |