AE Wealth Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is EBND and the CUSIP is 78464A391. A total of 120 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$317,528
+9.8%
15,964
+13.2%
0.00%0.0%
Q1 2024$289,064
-85.8%
14,101
-85.6%
0.00%
-70.0%
Q4 2023$2,030,307
+86.1%
97,611
+77.4%
0.01%
+42.9%
Q3 2023$1,091,115
-1.1%
55,023
+5.5%
0.01%0.0%
Q2 2023$1,103,348
+7.2%
52,143
+7.5%
0.01%0.0%
Q1 2023$1,029,468
+18.7%
48,514
+15.0%
0.01%
+16.7%
Q4 2022$867,387
+7.3%
42,188
-0.9%
0.01%0.0%
Q3 2022$808,000
-0.9%
42,587
+6.8%
0.01%
-14.3%
Q2 2022$815,000
-4.5%
39,870
+6.2%
0.01%
+16.7%
Q1 2022$853,000
-17.1%
37,547
-10.9%
0.01%
-14.3%
Q4 2021$1,029,000
+81.5%
42,117
+87.9%
0.01%
+40.0%
Q3 2021$567,000
+16.7%
22,419
+21.9%
0.01%
+25.0%
Q2 2021$486,000
+13.6%
18,389
+11.7%
0.00%0.0%
Q1 2021$428,000
+1.4%
16,464
+9.4%
0.00%
-20.0%
Q4 2020$422,000
+13.7%
15,051
+6.7%
0.01%0.0%
Q3 2020$371,000
+3.3%
14,106
+2.9%
0.01%
-16.7%
Q2 2020$359,000
+13.2%
13,707
+5.7%
0.01%
-14.3%
Q1 2020$317,000
+15.3%
12,963
+31.6%
0.01%
+16.7%
Q4 2019$275,0009,8530.01%
Other shareholders
SPDR SER TR shareholders Q4 2019
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