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 ↓ |
|---|---|---|---|
| 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% |