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 | $56,079 | -13.5% | 2,828 | -7.7% | 0.00% | – |
| Q2 2023 | $64,834 | +8.3% | 3,064 | +8.6% | 0.00% | – |
| Q1 2023 | $59,862 | +1.4% | 2,821 | -1.7% | 0.00% | – |
| Q4 2022 | $59,007 | +11.3% | 2,870 | +2.4% | 0.00% | – |
| Q3 2022 | $53,000 | -3.6% | 2,803 | +3.7% | 0.00% | – |
| Q2 2022 | $55,000 | -9.8% | 2,702 | -0.4% | 0.00% | – |
| Q1 2022 | $61,000 | +1425.0% | 2,712 | +1449.7% | 0.00% | – |
| Q4 2021 | $4,000 | +100.0% | 175 | +59.1% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 110 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 110 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | -50.0% | 110 | 0.0% | 0.00% | – |
| Q4 2020 | $4,000 | +100.0% | 110 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | -71.4% | 110 | -58.5% | 0.00% | – |
| Q2 2020 | $7,000 | +16.7% | 265 | 0.0% | 0.00% | – |
| Q1 2020 | $6,000 | -40.0% | 265 | -25.8% | 0.00% | – |
| Q4 2019 | $10,000 | -9.1% | 357 | -13.3% | 0.00% | – |
| Q3 2019 | $11,000 | -15.4% | 412 | -21.2% | 0.00% | – |
| Q2 2019 | $13,000 | -7.1% | 523 | -3.1% | 0.00% | – |
| Q1 2019 | $14,000 | +600.0% | 540 | +513.6% | 0.00% | – |
| Q4 2018 | $2,000 | 0.0% | 88 | +1.1% | 0.00% | – |
| Q3 2018 | $2,000 | -94.9% | 87 | -94.0% | 0.00% | – |
| Q2 2018 | $39,000 | -88.2% | 1,445 | -86.7% | 0.00% | – |
| Q1 2018 | $331,000 | +33000.0% | 10,891 | +26463.4% | 0.00% | – |
| Q4 2017 | $1,000 | -99.9% | 41 | -99.8% | 0.00% | -100.0% |
| Q3 2017 | $679,000 | +67800.0% | 22,739 | +56747.5% | 0.00% | – |
| Q2 2017 | $1,000 | -96.0% | 40 | -95.8% | 0.00% | – |
| Q4 2016 | $25,000 | -89.0% | 955 | -88.1% | 0.00% | – |
| Q3 2016 | $228,000 | +5.6% | 8,036 | +3.9% | 0.00% | – |
| Q2 2016 | $216,000 | +2600.0% | 7,738 | +2310.6% | 0.00% | – |
| Q3 2015 | $8,000 | -11.1% | 321 | 0.0% | 0.00% | – |
| Q2 2015 | $9,000 | 0.0% | 321 | 0.0% | 0.00% | – |
| Q1 2015 | $9,000 | -50.0% | 321 | -46.5% | 0.00% | – |
| Q4 2013 | $18,000 | 0.0% | 600 | 0.0% | 0.00% | – |
| Q3 2013 | $18,000 | 0.0% | 600 | 0.0% | 0.00% | – |
| Q2 2013 | $18,000 | – | 600 | – | 0.00% | – |
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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% |