EP Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is EBND and the CUSIP is 78464A391. A total of 34 filers reported holding SPDR SER TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
EP Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$349,940
-0.0%
17,647
+615.0%
0.01%0.0%
Q2 2023$350,008
-58.4%
2,468
-85.9%
0.01%
-64.3%
Q1 2023$841,531
+282.5%
17,510
+95.2%
0.01%
-62.2%
Q4 2015$220,000
+0.9%
8,970
+1.2%
0.04%
-11.9%
Q3 2015$218,000
-95.9%
8,865
-95.2%
0.04%
-95.2%
Q4 2014$5,275,000
+92.6%
185,665
+101.6%
0.87%
+22.4%
Q4 2013$2,739,00092,0760.71%
Other shareholders
SPDR SER TR shareholders Q1 2015
NameSharesValueWeighting ↓
Pictet North America Advisors SA 1,213,239$27,577,0003.20%
HARBOR ADVISORY CORP /MA/ 302,333$6,872,0002.76%
Ironwood Wealth Management, LLC. 211,565$4,809,0001.98%
Municipal Employees' Retirement System of Michigan 5,528,911$125,672,0001.94%
Tempus Wealth Planning, LLC 77,173$1,754,0001.25%
Upper Left Wealth Management, LLC 44,896$1,018,0001.06%
Aspire Private Capital, LLC 144,471$3,284,0001.05%
Destiny Wealth Partners, LLC 215,004$4,887,0000.95%
COLLECTIVE FAMILY OFFICE LLC 106,944$2,431,0000.93%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 92,572$2,104,0000.76%
View complete list of SPDR SER TR shareholders