OPTIMUM INVESTMENT ADVISORS - SPDR SER TR ownership

SPDR SER TR's ticker is EBND and the CUSIP is 78464A391. A total of 150 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$12,104
+9.2%
609
+12.6%
0.01%0.0%
Q1 2024$11,088
-9.9%
541
-6.6%
0.01%
-16.7%
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 2022
NameSharesValueWeighting ↓
Clearwater Capital Advisors, LLC 1,339,268$34,848,0004.36%
HARBOR ADVISORY CORP /MA/ 420,983$10,954,0004.35%
Pictet North America Advisors SA 1,215,794$31,635,0003.70%
Municipal Employees' Retirement System of Michigan 6,460,691$168,107,0002.82%
Tempus Wealth Planning, LLC 68,240$1,776,0001.88%
Valtinson Bruner Financial Planning LLC 109,504$2,914,0001.72%
COLLECTIVE FAMILY OFFICE LLC 114,041$2,967,0001.45%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 83,863$2,182,0001.18%
Destiny Wealth Partners, LLC 176,877$4,602,0000.96%
CAPITAL ADVISORS INC/OK 1,097,847$28,566,0000.94%
View complete list of SPDR SER TR shareholders