SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 76 filers reported holding SPDR SERIES TRUST in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $370,000 | +14.9% | 10,829 | +11.8% | 0.04% | +5.4% |
Q3 2019 | $322,000 | +4.2% | 9,682 | +7.1% | 0.04% | 0.0% |
Q2 2019 | $309,000 | +23.1% | 9,044 | +19.4% | 0.04% | +19.4% |
Q1 2019 | $251,000 | +24.3% | 7,575 | +23.4% | 0.03% | +6.9% |
Q4 2018 | $202,000 | -1.0% | 6,140 | +8.3% | 0.03% | 0.0% |
Q1 2018 | $204,000 | – | 5,668 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ACIMA PRIVATE WEALTH, LLC | 194,762 | $6,456,000 | 5.52% |
Relaxing Retirement Coach | 433,547 | $14,370,000 | 4.48% |
Omega Financial Group, LLC | 93,113 | $3,087,000 | 2.28% |
Checchi Capital Advisers, LLC | 241,085 | $7,992,000 | 0.93% |
KWMG, LLC | 108,068 | $3,582,000 | 0.89% |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 378,320 | $12,560,000 | 0.71% |
Windsor Capital Management, LLC | 43,110 | $1,429,000 | 0.68% |
55I, LLC | 15,120 | $501,000 | 0.40% |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 104,241 | $3,456,000 | 0.38% |
Opes Wealth Management LLC | 9,917 | $329,000 | 0.24% |