BerganKDV Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is EBND and the CUSIP is 78464A391. A total of 126 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$2,529
+152.9%
123
+324.1%
0.00%
Q4 2021$1,0000.0%29
-50.0%
0.00%
Q3 2021$1,000
-83.3%
58
-73.5%
0.00%
-100.0%
Q4 2020$6,000
-25.0%
219
-21.8%
0.00%0.0%
Q4 2019$8,0002800.00%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Clearwater Capital Advisors, LLC 1,308,736$31,986,0003.53%
HARBOR ADVISORY CORP /MA/ 303,913$7,428,0003.01%
Pictet North America Advisors SA 1,235,898$30,205,0002.97%
Municipal Employees' Retirement System of Michigan 5,121,081$125,159,0002.01%
Raleigh Capital Management Inc. 42,440$1,037,0001.06%
Aspire Private Capital, LLC 138,262$3,379,0001.06%
Tempus Wealth Planning, LLC 78,390$1,916,0001.03%
COLLECTIVE FAMILY OFFICE LLC 101,511$2,481,0000.98%
Broadview Financial Management, LLC 54,427$1,330,0000.95%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 90,593$2,214,0000.91%
View complete list of SPDR SER TR shareholders