SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 71 filers reported holding SPDR SERIES TRUST in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,033,665 | +9.6% | 74,960 | +14.6% | 0.02% | +13.3% |
Q2 2023 | $1,856,279 | +24.5% | 65,408 | +25.2% | 0.02% | +15.4% |
Q1 2023 | $1,490,815 | +62.8% | 52,236 | +58.1% | 0.01% | +62.5% |
Q4 2022 | $915,647 | +54.9% | 33,032 | +40.1% | 0.01% | +60.0% |
Q3 2022 | $591,000 | -38.5% | 23,574 | -31.2% | 0.01% | -37.5% |
Q2 2022 | $961,000 | -10.4% | 34,250 | +1.8% | 0.01% | +33.3% |
Q1 2022 | $1,072,000 | -26.9% | 33,629 | -20.7% | 0.01% | -25.0% |
Q4 2021 | $1,466,000 | +5.0% | 42,389 | +7.2% | 0.01% | 0.0% |
Q3 2021 | $1,396,000 | +1.6% | 39,544 | +4.5% | 0.01% | 0.0% |
Q2 2021 | $1,374,000 | -1.2% | 37,844 | -2.5% | 0.01% | -11.1% |
Q1 2021 | $1,390,000 | +28.3% | 38,805 | +35.8% | 0.01% | +28.6% |
Q4 2020 | $1,083,000 | +4.1% | 28,566 | -2.3% | 0.01% | -12.5% |
Q3 2020 | $1,040,000 | +34.4% | 29,227 | +27.0% | 0.01% | +33.3% |
Q2 2020 | $774,000 | -0.6% | 23,014 | -8.2% | 0.01% | -25.0% |
Q1 2020 | $779,000 | -6.3% | 25,059 | +3.0% | 0.01% | +33.3% |
Q4 2019 | $831,000 | +26.9% | 24,323 | +23.6% | 0.01% | +20.0% |
Q3 2019 | $655,000 | +36.2% | 19,673 | +39.8% | 0.01% | +25.0% |
Q2 2019 | $481,000 | +82.2% | 14,072 | +76.8% | 0.00% | +100.0% |
Q1 2019 | $264,000 | – | 7,960 | – | 0.00% | – |
Download |
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% |