Aveo Capital Partners, 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
Aveo Capital Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$574,197
-4.4%
28,956
+2.0%
0.08%
-1.3%
Q2 2023$600,605
+1.3%
28,384
+1.6%
0.08%
-3.8%
Q1 2023$592,781
+19.4%
27,935
+15.6%
0.08%
+5.3%
Q4 2022$496,627
+20.0%
24,155
+10.6%
0.08%
+5.6%
Q3 2022$414,000
+2.5%
21,849
+10.5%
0.07%
+7.6%
Q2 2022$404,000
+3.1%
19,768
+14.7%
0.07%
-4.3%
Q1 2022$392,000
+2.6%
17,236
+10.1%
0.07%0.0%
Q4 2021$382,000
+8.8%
15,648
+12.6%
0.07%
-5.5%
Q3 2021$351,000
+2.3%
13,893
+7.0%
0.07%
-3.9%
Q2 2021$343,000
+9.6%
12,979
+8.0%
0.08%
-3.8%
Q1 2021$313,000
+16.8%
12,013
+17.6%
0.08%
-17.7%
Q3 2020$268,000
+21.3%
10,215
+13.4%
0.10%
-10.3%
Q1 2020$221,000
-19.3%
9,005
-8.4%
0.11%
-0.9%
Q4 2019$274,000
+9.6%
9,834
+9.0%
0.11%
+4.9%
Q3 2019$250,000
+19.6%
9,021
+20.9%
0.10%
+13.2%
Q2 2019$209,0007,4610.09%
Other shareholders
SPDR SER TR shareholders Q3 2023
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