Creative Planning - SPDR SER TR ownership

SPDR SER TR's ticker is EBND and the CUSIP is 78464A391. A total of 178 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Creative Planning ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$392,231
-10.7%
19,720
-7.9%
0.00%
Q1 2024$439,069
+10.8%
21,418
+14.8%
0.00%
-100.0%
Q4 2023$396,363
-6.8%
18,661
-13.0%
0.00%0.0%
Q3 2023$425,274
+18.8%
21,446
+26.8%
0.00%
Q2 2023$357,862
-17.3%
16,912
-17.0%
0.00%
-100.0%
Q1 2023$432,616
+28.1%
20,387
+24.1%
0.00%0.0%
Q4 2022$337,826
+16.5%
16,431
+7.3%
0.00%0.0%
Q3 2022$290,000
+3.9%
15,310
+12.2%
0.00%
Q2 2022$279,000
+16.2%
13,640
+29.1%
0.00%
Q1 2022$240,000
+2.6%
10,567
+10.3%
0.00%
Q4 2021$234,000
-7.1%
9,580
-3.9%
0.00%
Q3 2021$252,000
+7.7%
9,966
+12.6%
0.00%
Q2 2021$234,000
+13.6%
8,849
+11.7%
0.00%
Q1 2021$206,0007,923
+264000.0%
0.00%
Q1 2017$0
-100.0%
3
-91.7%
0.00%
Q4 2013$1,000360.00%
Other shareholders
SPDR SER TR shareholders Q2 2023
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