SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 52 filers reported holding SPDR SERIES TRUST in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,601,483 | -2.1% | 59,030 | +2.4% | 0.00% | 0.0% |
| Q2 2023 | $1,636,334 | -22.6% | 57,658 | -1.0% | 0.00% | 0.0% |
| Q2 2021 | $2,114,000 | +15.9% | 58,238 | +14.4% | 0.00% | 0.0% |
| Q1 2021 | $1,824,000 | +9.7% | 50,920 | +16.0% | 0.00% | 0.0% |
| Q4 2020 | $1,663,000 | +1.8% | 43,880 | -4.4% | 0.00% | -33.3% |
| Q3 2020 | $1,633,000 | +82.1% | 45,889 | +84.2% | 0.00% | +50.0% |
| Q1 2018 | $897,000 | -56.4% | 24,916 | -60.6% | 0.00% | -66.7% |
| Q2 2016 | $2,055,000 | -7.1% | 63,162 | -6.2% | 0.01% | -14.3% |
| Q1 2016 | $2,213,000 | +6.5% | 67,338 | -0.2% | 0.01% | +40.0% |
| Q4 2015 | $2,078,000 | -3.9% | 67,460 | -2.3% | 0.01% | -16.7% |
| Q3 2015 | $2,162,000 | -1.2% | 69,039 | -1.0% | 0.01% | 0.0% |
| Q2 2015 | $2,188,000 | +0.6% | 69,737 | -0.2% | 0.01% | 0.0% |
| Q1 2015 | $2,174,000 | -11.4% | 69,893 | -2.2% | 0.01% | -25.0% |
| Q4 2014 | $2,455,000 | -3.1% | 71,442 | -0.2% | 0.01% | -20.0% |
| Q3 2014 | $2,534,000 | -5.6% | 71,574 | +0.9% | 0.01% | -9.1% |
| Q2 2014 | $2,685,000 | +0.3% | 70,951 | -1.2% | 0.01% | -8.3% |
| Q1 2014 | $2,678,000 | +1.4% | 71,781 | -0.4% | 0.01% | -7.7% |
| Q4 2013 | $2,640,000 | -0.6% | 72,039 | -2.1% | 0.01% | -7.1% |
| Q3 2013 | $2,657,000 | +0.4% | 73,606 | -4.6% | 0.01% | -17.6% |
| Q2 2013 | $2,646,000 | – | 77,138 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MILESTONE ASSET MANAGEMENT, LLC | 180,151 | $5,167,254 | 3.07% |
| Synergy Asset Management, LLC | 355,321 | $9,849,498 | 2.52% |
| Checchi Capital Advisers, LLC | 397,537 | $11,019,717 | 1.14% |
| Coppell Advisory Solutions Corp. | 115,543 | $3,202,844 | 1.08% |
| Coppell Advisory Solutions LLC | 115,543 | $3,202,844 | 1.08% |
| IAMS WEALTH MANAGEMENT, LLC | 32,647 | $904,975 | 0.92% |
| Tempus Wealth Planning, LLC | 47,049 | $1,304,209 | 0.79% |
| LEUTHOLD GROUP, LLC | 176,054 | $4,880,217 | 0.66% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 121,702 | $3,373,588 | 0.65% |
| N.E.W. Advisory Services LLC | 101,715 | $2,819,537 | 0.44% |