UNITED CAPITAL FINANCIAL ADVISORS, LLC - 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
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2021$245,000
-55.7%
9,671
-53.8%
0.00%
-66.7%
Q2 2021$553,000
-8.6%
20,927
-10.1%
0.00%0.0%
Q1 2021$605,000
+2.2%
23,269
+10.2%
0.00%
-25.0%
Q4 2020$592,000
+63.5%
21,116
+53.2%
0.00%
+100.0%
Q3 2020$362,000
-11.5%
13,782
-11.6%
0.00%
-33.3%
Q2 2020$409,000
+34.5%
15,592
+25.7%
0.00%0.0%
Q1 2020$304,00012,4070.00%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Sound Stewardship, LLC 188,074$3,729,4992.50%
CAPITAL INSIGHT PARTNERS, LLC 516,204$10,236,3262.32%
City State Bank 149,195$2,9591.63%
Charles Schwab Investment Advisory, Inc. 47,888,565$949,630,2441.50%
Empower Advisory Group, LLC 16,426,247$325,732,4801.44%
Ironwood Wealth Management, LLC. 174,459$3,459,5221.41%
HARBOR ADVISORY CORP /MA/ 195,265$3,872,1051.40%
BCWM, LLC 192,243$3,812,1821.39%
Aspire Private Capital, LLC 204,448$4,054,2231.32%
Treasure Coast Financial Planning 54,548$1,081,6870.75%
View complete list of SPDR SER TR shareholders