Upper Left Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is EBND and the CUSIP is 78464A391. A total of 142 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Upper Left Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$415,677
-6.7%
20,962
-0.5%
0.43%
-12.7%
Q2 2023$445,630
-6.2%
21,060
-6.0%
0.50%
-8.3%
Q1 2023$475,244
+2.0%
22,396
-1.1%
0.54%
-2.0%
Q4 2022$465,787
-46.2%
22,655
-49.7%
0.55%
-51.0%
Q3 2022$865,000
-7.0%
45,008
-1.0%
1.12%
+4.4%
Q2 2022$930,000
-8.6%
45,460
+1.3%
1.08%
+2.1%
Q1 2022$1,018,000
+30.7%
44,896
+40.8%
1.06%
+35.6%
Q4 2021$779,00031,8800.78%
Other shareholders
SPDR SER TR shareholders Q2 2022
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