SPDR SER TR's ticker is EBND and the CUSIP is 78464A391. A total of 175 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $536,666 | -2.1% | 27,063 | +4.5% | 0.30% | +0.7% |
| Q2 2023 | $547,964 | -0.6% | 25,896 | -0.3% | 0.30% | -3.3% |
| Q1 2023 | $551,025 | +10.0% | 25,967 | +6.6% | 0.31% | +12.0% |
| Q4 2022 | $500,952 | +5.2% | 24,366 | -2.9% | 0.27% | -1.4% |
| Q3 2022 | $476,000 | -4.6% | 25,100 | +2.8% | 0.28% | +0.4% |
| Q2 2022 | $499,000 | -6.6% | 24,412 | -1.9% | 0.28% | +3.4% |
| Q1 2022 | $534,000 | -7.1% | 24,889 | +5.8% | 0.27% | +11.7% |
| Q4 2021 | $575,000 | 0.0% | 23,533 | +3.4% | 0.24% | -16.7% |
| Q3 2021 | $575,000 | +12.5% | 22,763 | +17.7% | 0.29% | +9.9% |
| Q2 2021 | $511,000 | +2.2% | 19,340 | +0.5% | 0.26% | -2.6% |
| Q1 2021 | $500,000 | -25.7% | 19,241 | -19.9% | 0.27% | -25.3% |
| Q4 2020 | $673,000 | – | 24,028 | – | 0.36% | – |
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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% |