SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 91 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,422,000 | +130.3% | 163,021 | +140.9% | 0.00% | 0.0% |
| Q2 2023 | $1,920,000 | -3.8% | 67,660 | -3.2% | 0.00% | 0.0% |
| Q1 2023 | $1,995,000 | +19.4% | 69,926 | +15.9% | 0.00% | – |
| Q4 2022 | $1,671,000 | -1.2% | 60,309 | -10.6% | 0.00% | -100.0% |
| Q3 2022 | $1,691,000 | +8.3% | 67,426 | +21.2% | 0.00% | – |
| Q2 2022 | $1,561,000 | -7.7% | 55,644 | +4.9% | 0.00% | – |
| Q1 2022 | $1,692,000 | -3.1% | 53,028 | +5.0% | 0.00% | – |
| Q4 2021 | $1,747,000 | -3.7% | 50,493 | -1.8% | 0.00% | – |
| Q3 2021 | $1,815,000 | +0.8% | 51,425 | +3.6% | 0.00% | – |
| Q2 2021 | $1,801,000 | +9.3% | 49,642 | +7.9% | 0.00% | – |
| Q1 2021 | $1,648,000 | +6.9% | 45,992 | +13.1% | 0.00% | – |
| Q4 2020 | $1,542,000 | -5.5% | 40,674 | -11.4% | 0.00% | -100.0% |
| Q3 2020 | $1,632,000 | +23.2% | 45,885 | +16.4% | 0.00% | 0.0% |
| Q2 2020 | $1,325,000 | +24.9% | 39,430 | +15.5% | 0.00% | 0.0% |
| Q1 2020 | $1,061,000 | -9.5% | 34,152 | -0.5% | 0.00% | – |
| Q4 2019 | $1,172,000 | +3.1% | 34,334 | +0.6% | 0.00% | – |
| Q3 2019 | $1,137,000 | -5.1% | 34,136 | -2.6% | 0.00% | – |
| Q2 2019 | $1,198,000 | +2.2% | 35,051 | -0.8% | 0.00% | -100.0% |
| Q1 2019 | $1,172,000 | +20.1% | 35,343 | +19.3% | 0.00% | – |
| Q4 2018 | $976,000 | -14.6% | 29,635 | -12.9% | 0.00% | – |
| Q3 2018 | $1,143,000 | -6.4% | 34,007 | -5.8% | 0.00% | -100.0% |
| Q2 2018 | $1,221,000 | -41.9% | 36,093 | -38.2% | 0.00% | 0.0% |
| Q1 2018 | $2,102,000 | +13.0% | 58,373 | +10.9% | 0.00% | 0.0% |
| Q4 2017 | $1,861,000 | +35.1% | 52,647 | +32.1% | 0.00% | 0.0% |
| Q3 2017 | $1,377,000 | +25.4% | 39,862 | +20.7% | 0.00% | 0.0% |
| Q2 2017 | $1,098,000 | -5.7% | 33,016 | -11.2% | 0.00% | 0.0% |
| Q1 2017 | $1,164,000 | -2.3% | 37,200 | -3.6% | 0.00% | 0.0% |
| Q4 2016 | $1,191,000 | -4.9% | 38,583 | +3.0% | 0.00% | 0.0% |
| Q3 2016 | $1,252,000 | +2.3% | 37,476 | -0.4% | 0.00% | 0.0% |
| Q2 2016 | $1,224,000 | +2.5% | 37,621 | +3.5% | 0.00% | 0.0% |
| Q1 2016 | $1,194,000 | +7.3% | 36,352 | +0.6% | 0.00% | 0.0% |
| Q4 2015 | $1,113,000 | -8.8% | 36,135 | -7.4% | 0.00% | 0.0% |
| Q3 2015 | $1,221,000 | -7.8% | 39,018 | -7.5% | 0.00% | 0.0% |
| Q2 2015 | $1,324,000 | +6.2% | 42,200 | +5.2% | 0.00% | 0.0% |
| Q1 2015 | $1,247,000 | -23.1% | 40,108 | -15.0% | 0.00% | 0.0% |
| Q4 2014 | $1,622,000 | -2.8% | 47,189 | +0.2% | 0.00% | 0.0% |
| Q3 2014 | $1,669,000 | -22.1% | 47,116 | -16.8% | 0.00% | 0.0% |
| Q2 2014 | $2,143,000 | -22.1% | 56,621 | -23.2% | 0.00% | -50.0% |
| Q1 2014 | $2,752,000 | -0.2% | 73,770 | -2.0% | 0.00% | 0.0% |
| Q4 2013 | $2,758,000 | +305.0% | 75,269 | +299.3% | 0.00% | +100.0% |
| Q3 2013 | $681,000 | -11.1% | 18,849 | -15.7% | 0.00% | 0.0% |
| Q2 2013 | $766,000 | – | 22,356 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clearview Wealth Advisors LLC | 84,670 | $2,297,107 | 2.84% |
| AlphaQ Advisors LLC | 78,514 | $2,130,085 | 1.85% |
| SYKON CAPITAL LLC | 146,458 | $3,973,406 | 1.70% |
| Checchi Capital Advisers, LLC | 455,082 | $12,346,372 | 1.14% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 246,345 | $6,683,340 | 1.14% |
| Coppell Advisory Solutions LLC | 115,543 | $3,202,844 | 1.10% |
| Strategic Advocates LLC | 69,449 | $1,884,156 | 0.89% |
| NewSquare Capital LLC | 269,472 | $7,310,775 | 0.77% |
| LEUTHOLD GROUP, LLC | 181,865 | $4,933,997 | 0.69% |
| Tempus Wealth Planning, LLC | 48,657 | $1,320,062 | 0.66% |