SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 66 filers reported holding SPDR SERIES TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $307,464 | -6.5% | 11,333 | -2.2% | 0.00% | -25.0% |
| Q2 2023 | $328,867 | -0.6% | 11,588 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $330,722 | +3.0% | 11,588 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $321,219 | +10.4% | 11,588 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $291,000 | -10.5% | 11,588 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $325,000 | -11.9% | 11,588 | -0.1% | 0.01% | 0.0% |
| Q1 2022 | $369,000 | -14.2% | 11,595 | -6.7% | 0.01% | -16.7% |
| Q4 2021 | $430,000 | -2.1% | 12,427 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $439,000 | +54.0% | 12,427 | +58.2% | 0.01% | +40.0% |
| Q2 2021 | $285,000 | +1.4% | 7,854 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $281,000 | -5.7% | 7,854 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $298,000 | -20.3% | 7,854 | -25.3% | 0.01% | +16.7% |
| Q3 2020 | $374,000 | +41.7% | 10,519 | +33.9% | 0.01% | -25.0% |
| Q2 2020 | $264,000 | +8.2% | 7,854 | 0.0% | 0.01% | +14.3% |
| Q1 2020 | $244,000 | -9.0% | 7,854 | 0.0% | 0.01% | +16.7% |
| Q4 2019 | $268,000 | – | 7,854 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ACIMA PRIVATE WEALTH, LLC | 178,061 | $5,865,000 | 5.74% |
| Relaxing Retirement Coach | 436,327 | $14,372,000 | 4.87% |
| Omega Financial Group, LLC | 91,889 | $3,027,000 | 2.67% |
| Windsor Capital Management, LLC | 72,453 | $2,386,000 | 1.23% |
| Checchi Capital Advisers, LLC | 226,637 | $7,465,000 | 0.96% |
| KWMG, LLC | 102,749 | $3,385,000 | 0.93% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 425,471 | $13,892,000 | 0.88% |
| 55I, LLC | 13,780 | $454,000 | 0.46% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 131,099 | $4,318,000 | 0.43% |
| LifePlan Financial Group, Inc | 13,608 | $448,000 | 0.28% |