Avidian Wealth Solutions, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is EBND and the CUSIP is 78464A391. A total of 146 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Avidian Wealth Solutions, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$1,787,000
+1.0%
73,103
+4.6%
0.11%
-17.8%
Q3 2021$1,769,000
+4.4%
69,902
+9.1%
0.14%
+3.8%
Q2 2021$1,694,000
+11.8%
64,090
+10.1%
0.13%
+0.8%
Q1 2021$1,515,000
+32.1%
58,230
+42.4%
0.13%
+18.3%
Q4 2020$1,147,00040,8960.11%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 348,333$7,123,0004.00%
Pictet North America Advisors SA 1,148,716$23,491,0003.11%
HARBOR ADVISORY CORP /MA/ 285,468$5,838,0002.56%
Charles Schwab Investment Advisory, Inc. 69,372,028$1,418,658,0002.47%
Tempus Wealth Planning, LLC 73,544$1,504,0001.24%
Municipal Employees' Retirement System of Michigan 3,224,783$65,947,0001.22%
Aspire Private Capital, LLC 149,216$3,051,0001.09%
Destiny Wealth Partners, LLC 239,237$4,892,0001.08%
Upper Left Wealth Management, LLC 45,460$930,0001.08%
Ironwood Wealth Management, LLC. 117,157$2,396,0001.07%
View complete list of SPDR SER TR shareholders