Financial Strategies Group, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is EBND and the CUSIP is 78464A391. A total of 3 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Financial Strategies Group, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$423,874
+11.2%
21,615
+20.0%
0.13%
+9.8%
Q2 2023$381,285
-12.9%
18,019
-12.6%
0.12%
-27.8%
Q1 2023$437,720
+4.2%
20,628
+0.9%
0.17%
-3.4%
Q4 2022$420,149
+25.0%
20,435
+15.4%
0.18%
+15.1%
Q3 2022$336,000
-14.9%
17,706
-8.3%
0.15%
-8.4%
Q2 2022$395,000
+26.6%
19,319
+40.6%
0.17%
+33.9%
Q1 2022$312,000
-40.9%
13,738
-36.4%
0.12%
-42.3%
Q4 2021$528,00021,5950.22%
Other shareholders
SPDR SER TR shareholders Q4 2023
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