SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 91 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,804,212 | -31.4% | 103,362 | -28.3% | 0.00% | -33.3% |
| Q2 2023 | $4,090,048 | -16.1% | 144,117 | -15.6% | 0.00% | -25.0% |
| Q1 2023 | $4,874,529 | +336.9% | 170,796 | +324.3% | 0.00% | +300.0% |
| Q4 2022 | $1,115,711 | +14.4% | 40,249 | +3.6% | 0.00% | 0.0% |
| Q3 2022 | $975,000 | +11.4% | 38,866 | +24.6% | 0.00% | 0.0% |
| Q2 2022 | $875,000 | -7.1% | 31,181 | +5.6% | 0.00% | 0.0% |
| Q1 2022 | $942,000 | -33.4% | 29,531 | -27.8% | 0.00% | 0.0% |
| Q4 2021 | $1,415,000 | -30.2% | 40,913 | -28.7% | 0.00% | -50.0% |
| Q3 2021 | $2,026,000 | -30.8% | 57,389 | -28.8% | 0.00% | -33.3% |
| Q2 2021 | $2,927,000 | +98.7% | 80,635 | +96.2% | 0.00% | +50.0% |
| Q1 2021 | $1,473,000 | -9.0% | 41,104 | -3.8% | 0.00% | 0.0% |
| Q4 2020 | $1,619,000 | +14.9% | 42,719 | +7.9% | 0.00% | 0.0% |
| Q3 2020 | $1,409,000 | +319.3% | 39,592 | +288.2% | 0.00% | +100.0% |
| Q1 2016 | $336,000 | +11.3% | 10,200 | +3.1% | 0.00% | 0.0% |
| Q4 2015 | $302,000 | -20.7% | 9,890 | -18.5% | 0.00% | -50.0% |
| Q3 2015 | $381,000 | +4.4% | 12,141 | +4.2% | 0.00% | 0.0% |
| Q2 2015 | $365,000 | -19.1% | 11,654 | -19.6% | 0.00% | 0.0% |
| Q1 2015 | $451,000 | -22.4% | 14,490 | -14.3% | 0.00% | -33.3% |
| Q4 2014 | $581,000 | -6.4% | 16,917 | -3.6% | 0.00% | -25.0% |
| Q3 2014 | $621,000 | -9.2% | 17,546 | -2.9% | 0.00% | 0.0% |
| Q2 2014 | $684,000 | -21.4% | 18,076 | -22.5% | 0.00% | -20.0% |
| Q1 2014 | $870,000 | +1.9% | 23,320 | +0.0% | 0.01% | 0.0% |
| Q4 2013 | $854,000 | +7.2% | 23,311 | +5.9% | 0.01% | 0.0% |
| Q3 2013 | $797,000 | -29.6% | 22,010 | -33.3% | 0.01% | -37.5% |
| Q2 2013 | $1,132,000 | – | 33,015 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clearview Wealth Advisors LLC | 84,670 | $2,297,107 | 2.84% |
| AlphaQ Advisors LLC | 78,514 | $2,130,085 | 1.85% |
| SYKON CAPITAL LLC | 146,458 | $3,973,406 | 1.70% |
| Checchi Capital Advisers, LLC | 455,082 | $12,346,372 | 1.14% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 246,345 | $6,683,340 | 1.14% |
| Coppell Advisory Solutions LLC | 115,543 | $3,202,844 | 1.10% |
| Strategic Advocates LLC | 69,449 | $1,884,156 | 0.89% |
| NewSquare Capital LLC | 269,472 | $7,310,775 | 0.77% |
| LEUTHOLD GROUP, LLC | 181,865 | $4,933,997 | 0.69% |
| Tempus Wealth Planning, LLC | 48,657 | $1,320,062 | 0.66% |