SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 71 filers reported holding SPDR SERIES TRUST in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $356,814 | -21.0% | 13,152 | -16.9% | 0.00% | – |
| Q1 2023 | $451,503 | -27.5% | 15,820 | -7.7% | 0.00% | -100.0% |
| Q2 2021 | $623,000 | -13.1% | 17,149 | -14.3% | 0.00% | 0.0% |
| Q1 2021 | $717,000 | -6.9% | 20,003 | -1.6% | 0.00% | 0.0% |
| Q4 2020 | $770,000 | +21.3% | 20,321 | +13.9% | 0.00% | 0.0% |
| Q3 2020 | $635,000 | +182.2% | 17,839 | +167.8% | 0.00% | – |
| Q2 2018 | $225,000 | -72.8% | 6,662 | -71.0% | 0.00% | -100.0% |
| Q1 2018 | $827,000 | +305.4% | 22,979 | +297.6% | 0.00% | – |
| Q4 2017 | $204,000 | -96.9% | 5,779 | -97.3% | 0.00% | -100.0% |
| Q2 2015 | $6,616,000 | +2.8% | 210,898 | +1.9% | 0.02% | -10.7% |
| Q1 2015 | $6,435,000 | -8.7% | 206,910 | +0.9% | 0.03% | -17.6% |
| Q4 2014 | $7,051,000 | -4.2% | 205,144 | -1.3% | 0.03% | -19.0% |
| Q3 2014 | $7,362,000 | +126.9% | 207,914 | +142.6% | 0.04% | +110.0% |
| Q2 2014 | $3,244,000 | +632.3% | 85,703 | +563.1% | 0.02% | +400.0% |
| Q2 2013 | $443,000 | – | 12,925 | – | 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% |