Tortoise Investment Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is EBND and the CUSIP is 78464A391. A total of 143 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$120,335
-48.3%
6,050
-46.7%
0.01%
-50.0%
Q1 2024$232,675
-57.0%
11,350
-55.4%
0.03%
-61.6%
Q4 2023$540,877
-18.7%
25,465
-24.1%
0.07%
-26.3%
Q3 2023$664,900
-25.0%
33,530
-19.9%
0.10%
-25.0%
Q2 2023$886,287
-1.2%
41,885
-0.9%
0.13%
-7.7%
Q1 2023$896,757
+3.2%
42,2600.0%0.14%
-5.9%
Q4 2022$868,866
-1.5%
42,260
-9.1%
0.15%
-11.1%
Q3 2022$882,000
-13.7%
46,470
-7.0%
0.17%
-14.5%
Q2 2022$1,022,000
-17.1%
49,970
-7.9%
0.20%
-12.3%
Q1 2022$1,233,000
-24.8%
54,250
-19.1%
0.23%
-25.7%
Q4 2021$1,639,000
-15.2%
67,063
-12.2%
0.31%
-21.3%
Q3 2021$1,932,000
+13.6%
76,349
+18.7%
0.39%
+11.1%
Q2 2021$1,700,000
+5051.5%
64,324
+4925.3%
0.35%
+4914.3%
Q1 2021$33,000
+83.3%
1,280
+113.3%
0.01%
-36.4%
Q3 2013$18,0000.0%6000.0%0.01%
-8.3%
Q2 2013$18,000
-5.3%
6000.0%0.01%
-14.3%
Q1 2013$19,0000.0%6000.0%0.01%
-6.7%
Q4 2012$19,0006000.02%
Other shareholders
SPDR SER TR shareholders Q1 2021
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