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 | $33,751 | +4.4% | 1,702 | +11.4% | 0.00% | 0.0% |
| Q2 2023 | $32,332 | -0.3% | 1,528 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $32,424 | +3.2% | 1,528 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $31,416 | +96.4% | 1,528 | +77.3% | 0.01% | +66.7% |
| Q3 2022 | $16,000 | -56.8% | 862 | -52.1% | 0.00% | -50.0% |
| Q2 2022 | $37,000 | +5.7% | 1,798 | +15.6% | 0.01% | +20.0% |
| Q1 2022 | $35,000 | -7.9% | 1,555 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $38,000 | +11.8% | 1,555 | +15.8% | 0.01% | 0.0% |
| Q3 2021 | $34,000 | -2.9% | 1,343 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $35,000 | 0.0% | 1,343 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $35,000 | -7.9% | 1,343 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $38,000 | +8.6% | 1,343 | 0.0% | 0.01% | -11.1% |
| Q3 2020 | $35,000 | +250.0% | 1,343 | +261.0% | 0.01% | +125.0% |
| Q4 2019 | $10,000 | – | 372 | – | 0.00% | – |
Download | ||||||
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% |