UNITED CAPITAL FINANCIAL ADVISORS, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is EBND and the CUSIP is 78464A391. A total of 151 filers reported holding SPDR SER TR in Q4 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 Q4 2021
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