SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 62 filers reported holding SPDR SERIES TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $5,095,376 | +11.1% | 177,446 | +12.6% | 0.18% | +11.5% |
Q1 2024 | $4,586,981 | +7.4% | 157,574 | +10.4% | 0.16% | +0.6% |
Q4 2023 | $4,271,276 | +19.1% | 142,709 | +7.9% | 0.16% | +9.1% |
Q3 2023 | $3,587,482 | +33.8% | 132,233 | +40.0% | 0.14% | +41.6% |
Q2 2023 | $2,680,369 | +6.1% | 94,446 | +6.7% | 0.10% | +1.0% |
Q1 2023 | $2,525,943 | +19.1% | 88,505 | +15.6% | 0.10% | +17.6% |
Q4 2022 | $2,121,486 | +16.4% | 76,533 | +5.4% | 0.08% | +3.7% |
Q3 2022 | $1,822,000 | +11.8% | 72,622 | +25.0% | 0.08% | +17.1% |
Q2 2022 | $1,629,000 | -10.4% | 58,079 | +1.8% | 0.07% | +7.7% |
Q1 2022 | $1,819,000 | +5.1% | 57,035 | +14.0% | 0.06% | +12.1% |
Q4 2021 | $1,730,000 | +25.6% | 50,030 | +28.3% | 0.06% | +16.0% |
Q3 2021 | $1,377,000 | +102.8% | 39,007 | +108.4% | 0.05% | +108.3% |
Q2 2021 | $679,000 | – | 18,717 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Tempus Wealth Planning, LLC | 170,165 | $6,056,000 | 8.76% |
Relaxing Retirement Coach | 205,136 | $7,314,000 | 3.19% |
NewSquare Capital LLC | 260,346 | $9,266,000 | 1.49% |
Omega Financial Group, LLC | 62,973 | $2,241,000 | 1.36% |
Checchi Capital Advisers, LLC | 307,574 | $10,947,000 | 1.21% |
BTS Asset Management, Inc. | 2,505 | $89,000 | 1.04% |
LEUTHOLD GROUP, LLC | 137,453 | $4,892,000 | 0.67% |
Transamerica Financial Advisors, Inc. | 935 | $34,000 | 0.62% |
N.E.W. Advisory Services LLC | 59,120 | $2,103,000 | 0.59% |
Opes Wealth Management LLC | 19,390 | $690,000 | 0.33% |