SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 55 filers reported holding SPDR SERIES TRUST in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $370,000 | -25.7% | 11,984 | -19.6% | 0.00% | -25.0% |
| Q3 2016 | $498,000 | +2.7% | 14,913 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $485,000 | +12.3% | 14,913 | +13.5% | 0.00% | 0.0% |
| Q1 2016 | $432,000 | +6.7% | 13,140 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $405,000 | -2.6% | 13,140 | -1.1% | 0.00% | 0.0% |
| Q3 2015 | $416,000 | +3.5% | 13,287 | +3.8% | 0.00% | 0.0% |
| Q2 2015 | $402,000 | +12.3% | 12,806 | +11.3% | 0.00% | 0.0% |
| Q1 2015 | $358,000 | +12.2% | 11,508 | +23.9% | 0.00% | 0.0% |
| Q4 2014 | $319,000 | +0.6% | 9,289 | +3.8% | 0.00% | 0.0% |
| Q3 2014 | $317,000 | -8.9% | 8,951 | -2.7% | 0.00% | 0.0% |
| Q2 2014 | $348,000 | +8.4% | 9,195 | +6.8% | 0.00% | 0.0% |
| Q1 2014 | $321,000 | +13.8% | 8,612 | +11.7% | 0.00% | 0.0% |
| Q4 2013 | $282,000 | +1.4% | 7,707 | +0.3% | 0.00% | -20.0% |
| Q3 2013 | $278,000 | +5.7% | 7,687 | +0.2% | 0.01% | 0.0% |
| Q2 2013 | $263,000 | – | 7,672 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Relaxing Retirement Coach | 449,627 | $15,105,000 | 4.53% |
| Windsor Capital Management, LLC | 84,818 | $2,849,000 | 1.29% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 439,097 | $14,414,000 | 0.87% |
| KWMG, LLC | 99,793 | $3,352,000 | 0.86% |
| Checchi Capital Advisers, LLC | 198,256 | $6,659,000 | 0.77% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 100,161 | $3,364,000 | 0.31% |
| LifePlan Financial Group, Inc | 13,384 | $450,000 | 0.24% |
| Trilogy Capital Inc. | 32,881 | $1,104,000 | 0.14% |
| LEUTHOLD GROUP, LLC | 35,791 | $1,202,000 | 0.13% |
| Cambridge Advisors Inc. | 10,400 | $349,000 | 0.12% |