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 | $377 | -6.2% | 19 | 0.0% | 0.00% | – |
| Q2 2023 | $402 | -13.9% | 19 | -13.6% | 0.00% | – |
| Q1 2023 | $467 | +3.3% | 22 | 0.0% | 0.00% | – |
| Q4 2022 | $452 | – | 22 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 22 | -90.0% | 0.00% | – |
| Q2 2022 | $5,000 | +150.0% | 221 | +137.6% | 0.00% | – |
| Q1 2022 | $2,000 | -66.7% | 93 | -64.5% | 0.00% | – |
| Q4 2021 | $6,000 | 0.0% | 262 | +7.8% | 0.00% | – |
| Q3 2021 | $6,000 | -14.3% | 243 | -2.8% | 0.00% | – |
| Q2 2021 | $7,000 | -30.0% | 250 | -32.8% | 0.00% | – |
| Q1 2021 | $10,000 | 0.0% | 372 | +0.5% | 0.00% | – |
| Q4 2020 | $10,000 | 0.0% | 370 | 0.0% | 0.00% | – |
| Q3 2020 | $10,000 | 0.0% | 370 | -12.1% | 0.00% | – |
| Q1 2020 | $10,000 | -16.7% | 421 | 0.0% | 0.00% | – |
| Q4 2019 | $12,000 | – | 421 | +42000.0% | 0.00% | – |
| Q3 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2019 | $0 | -100.0% | 1 | -99.6% | 0.00% | – |
| Q4 2018 | $6,000 | – | 229 | +5625.0% | 0.00% | – |
| Q3 2018 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q2 2018 | $0 | – | 4 | – | 0.00% | – |
Download | ||||||
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% |