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 | $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% | – |
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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% |