SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 60 filers reported holding SPDR SERIES TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,119,179 | -4.4% | 78,112 | 0.0% | 0.08% | 0.0% |
| Q2 2023 | $2,216,819 | -0.6% | 78,112 | 0.0% | 0.08% | -3.4% |
| Q1 2023 | $2,229,316 | -1.4% | 78,112 | -4.3% | 0.09% | -7.4% |
| Q4 2022 | $2,261,564 | +10.5% | 81,586 | 0.0% | 0.10% | +5.6% |
| Q3 2022 | $2,047,000 | -10.6% | 81,586 | 0.0% | 0.09% | -4.3% |
| Q2 2022 | $2,289,000 | -12.0% | 81,586 | 0.0% | 0.09% | -14.5% |
| Q1 2022 | $2,602,000 | -7.8% | 81,586 | 0.0% | 0.11% | +8.9% |
| Q4 2021 | $2,822,000 | -2.0% | 81,586 | 0.0% | 0.10% | -2.9% |
| Q3 2021 | $2,880,000 | -2.8% | 81,586 | 0.0% | 0.10% | +5.1% |
| Q2 2021 | $2,962,000 | +1.3% | 81,586 | 0.0% | 0.10% | +7.6% |
| Q1 2021 | $2,923,000 | -1.0% | 81,586 | +4.7% | 0.09% | -6.1% |
| Q4 2020 | $2,952,000 | +1.4% | 77,902 | -4.8% | 0.10% | -12.5% |
| Q3 2020 | $2,911,000 | +5.9% | 81,804 | 0.0% | 0.11% | +27.3% |
| Q2 2020 | $2,750,000 | +8.2% | 81,804 | 0.0% | 0.09% | +29.4% |
| Q1 2020 | $2,542,000 | – | 81,804 | – | 0.07% | – |
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% |