Gradient Investments LLC - SPDR SER TR ownership

SPDR SER TR's ticker is EBND and the CUSIP is 78464A391. A total of 166 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$20,108
-6.3%
1,0140.0%0.00%0.0%
Q2 2023$21,456
-41.1%
1,014
-40.9%
0.00%0.0%
Q1 2023$36,414
+7.3%
1,716
+3.9%
0.00%0.0%
Q4 2022$33,945
+9.5%
1,651
+0.2%
0.00%0.0%
Q3 2022$31,000
-32.6%
1,648
-26.3%
0.00%0.0%
Q2 2022$46,000
-9.8%
2,236
-1.0%
0.00%0.0%
Q1 2022$51,000
-7.3%
2,258
-0.3%
0.00%0.0%
Q4 2021$55,000
-15.4%
2,264
-12.1%
0.00%
-50.0%
Q3 2021$65,000
-59.4%
2,576
-57.5%
0.00%
-60.0%
Q2 2021$160,000
-25.6%
6,064
-26.7%
0.01%
-28.6%
Q1 2021$215,000
-99.5%
8,278
-99.5%
0.01%
-99.6%
Q4 2020$39,954,000
-0.8%
1,520,327
-0.8%
1.70%
+0.3%
Q3 2020$40,258,000
+3.1%
1,531,878
+2.8%
1.69%
-5.0%
Q2 2020$39,044,000
+3.6%
1,489,642
-3.2%
1.78%
-12.4%
Q1 2020$37,696,000
-7.4%
1,539,248
+5.5%
2.03%
+12.0%
Q4 2019$40,726,000
+626.1%
1,459,199
+607.8%
1.81%
+559.6%
Q3 2019$5,609,000
+16.6%
206,153
+19.2%
0.28%
+11.3%
Q2 2019$4,812,000
+31.2%
172,953
+26.9%
0.25%
+4.2%
Q1 2019$3,667,000136,2590.24%
Other shareholders
SPDR SER TR shareholders Q3 2023
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