OPTIMUM INVESTMENT ADVISORS - SPDR SER TR ownership

SPDR SER TR's ticker is EBND and the CUSIP is 78464A391. A total of 147 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2023$12,300
+17.3%
579
+9.5%
0.01%
+20.0%
Q3 2023$10,482
-18.6%
529
-13.0%
0.01%
-16.7%
Q2 2023$12,870
+7.4%
608
+7.6%
0.01%0.0%
Q1 2023$11,983
+9.0%
565
+5.6%
0.01%0.0%
Q4 2022$10,995
+22.2%
535
+10.3%
0.01%
+20.0%
Q3 2022$9,0000.0%485
+14.4%
0.01%0.0%
Q2 2022$9,0000.0%424
+7.3%
0.01%
+25.0%
Q1 2022$9,000
+12.5%
395
+17.9%
0.00%
+33.3%
Q4 2021$8,0000.0%335
+8.1%
0.00%0.0%
Q3 2021$8,0000.0%310
+8.0%
0.00%
+50.0%
Q2 2021$8,000
+60.0%
287
+55.1%
0.00%
+100.0%
Q1 2021$5,0000.0%185
+10.8%
0.00%
-50.0%
Q4 2020$5,000
+25.0%
167
+6.4%
0.00%
+100.0%
Q3 2020$4,0000.0%157
+6.1%
0.00%0.0%
Q2 2020$4,000
+33.3%
148
+7.2%
0.00%0.0%
Q1 2020$3,000
-25.0%
138
+9.5%
0.00%0.0%
Q4 2019$4,000
+33.3%
126
+8.6%
0.00%0.0%
Q3 2019$3,0000.0%116
+8.4%
0.00%0.0%
Q2 2019$3,0000.0%107
+3.9%
0.00%0.0%
Q1 2019$3,0000.0%103
+5.1%
0.00%0.0%
Q4 2018$3,000
+50.0%
98
+11.4%
0.00%0.0%
Q3 2018$2,000
-92.3%
88
-91.0%
0.00%
-85.7%
Q2 2018$26,000
+420.0%
981
+501.8%
0.01%
+600.0%
Q1 2018$5,0001630.00%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Clearwater Capital Advisors, LLC 1,308,736$31,986,0003.53%
HARBOR ADVISORY CORP /MA/ 303,913$7,428,0003.01%
Pictet North America Advisors SA 1,235,898$30,205,0002.97%
Municipal Employees' Retirement System of Michigan 5,121,081$125,159,0002.01%
Raleigh Capital Management Inc. 42,440$1,037,0001.06%
Aspire Private Capital, LLC 138,262$3,379,0001.06%
Tempus Wealth Planning, LLC 78,390$1,916,0001.03%
COLLECTIVE FAMILY OFFICE LLC 101,511$2,481,0000.98%
Broadview Financial Management, LLC 54,427$1,330,0000.95%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 90,593$2,214,0000.91%
View complete list of SPDR SER TR shareholders