Bay Harbor 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
Bay Harbor Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$18
-99.9%
864
-1.4%
0.01%0.0%
Q3 2022$17,0000.0%876
+3.5%
0.01%0.0%
Q2 2022$17,000
-39.3%
846
-30.1%
0.01%
-27.3%
Q1 2022$28,000
-15.2%
1,210
-11.2%
0.01%
-15.4%
Q4 2021$33,000
-26.7%
1,363
-22.8%
0.01%
-31.6%
Q3 2021$45,000
-47.7%
1,766
-45.4%
0.02%
-48.6%
Q2 2021$86,000
-41.1%
3,235
-42.5%
0.04%
-44.8%
Q1 2021$146,000
-32.4%
5,624
-26.8%
0.07%
-31.6%
Q4 2020$216,000
-28.5%
7,685
-33.2%
0.10%
-34.7%
Q3 2020$302,000
-23.9%
11,501
-24.0%
0.15%
-29.2%
Q2 2020$397,000
-2.7%
15,136
-9.3%
0.21%
-14.5%
Q1 2020$408,000
-22.9%
16,679
-12.0%
0.25%
-13.3%
Q4 2019$529,000
-1.3%
18,946
-3.8%
0.29%
-10.6%
Q3 2019$536,000
+93.5%
19,696
+97.8%
0.32%
+86.0%
Q2 2019$277,000
+102.2%
9,956
+95.8%
0.17%
+84.9%
Q1 2019$137,000
+2.2%
5,085
+0.8%
0.09%
-13.1%
Q4 2018$134,0005,0470.11%
Other shareholders
SPDR SER TR shareholders Q4 2020
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