ENVESTNET ASSET MANAGEMENT INC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 67 filers reported holding SPDR SERIES TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$1,176,311
+62.3%
43,358
+69.8%
0.00%
Q2 2023$724,656
+16.8%
25,534
+17.5%
0.00%
Q1 2023$620,215
+132.4%
21,731
+125.7%
0.00%
Q4 2022$266,885
+17.1%
9,628
+6.1%
0.00%
Q3 2022$228,000
-53.4%
9,074
-48.0%
0.00%
Q2 2022$489,000
-28.3%
17,441
-18.5%
0.00%
Q1 2022$682,000
-6.6%
21,392
+1.4%
0.00%
Q4 2021$730,000
-25.8%
21,095
-24.3%
0.00%
-100.0%
Q3 2021$984,000
+23.3%
27,875
+26.9%
0.00%
Q2 2021$798,000
-14.5%
21,972
-15.6%
0.00%
-100.0%
Q1 2021$933,000
+6.3%
26,029
+12.3%
0.00%0.0%
Q4 2020$878,000
+4.6%
23,178
-1.7%
0.00%0.0%
Q3 2020$839,000
+5.9%
23,579
+0.1%
0.00%0.0%
Q2 2020$792,000
+7.8%
23,545
-0.5%
0.00%0.0%
Q1 2020$735,000
-20.0%
23,661
-12.1%
0.00%0.0%
Q4 2019$919,000
+65.6%
26,916
+61.4%
0.00%0.0%
Q3 2019$555,000
+11.9%
16,681
+14.9%
0.00%0.0%
Q2 2019$496,000
-12.7%
14,518
-15.2%
0.00%0.0%
Q1 2019$568,000
-38.7%
17,124
-39.2%
0.00%0.0%
Q4 2018$927,000
+32.1%
28,147
+34.7%
0.00%0.0%
Q3 2018$702,000
+4.9%
20,901
+4.4%
0.00%
-66.7%
Q3 2016$669,000
+12.6%
20,018
+9.6%
0.00%
+50.0%
Q2 2016$594,000
+1597.1%
18,267
+1553.1%
0.00%
Q3 2015$35,000
-98.2%
1,105
-98.3%
0.00%
-100.0%
Q2 2015$1,991,000
+1.5%
63,452
+0.6%
0.01%
-10.0%
Q1 2015$1,961,000
+8.0%
63,047
+19.4%
0.01%
-44.4%
Q4 2014$1,816,000
-31.8%
52,824
-29.7%
0.02%
-33.3%
Q3 2014$2,661,000
+1584.2%
75,151
+1701.3%
0.03%
+1250.0%
Q2 2014$158,000
-95.4%
4,172
-95.4%
0.00%
-94.7%
Q1 2014$3,421,000
-20.7%
91,682
-22.1%
0.04%
-22.4%
Q4 2013$4,313,000
+4392.7%
117,672
+4313.8%
0.05%
+4800.0%
Q3 2013$96,000
-23.8%
2,666
-27.5%
0.00%
-50.0%
Q2 2013$126,0003,6780.00%
Other shareholders
SPDR SERIES TRUST shareholders Q2 2021
NameSharesValueWeighting ↓
Tempus Wealth Planning, LLC 170,165$6,056,0008.76%
Relaxing Retirement Coach 205,136$7,314,0003.19%
NewSquare Capital LLC 260,346$9,266,0001.49%
Omega Financial Group, LLC 62,973$2,241,0001.36%
Checchi Capital Advisers, LLC 307,574$10,947,0001.21%
BTS Asset Management, Inc. 2,505$89,0001.04%
LEUTHOLD GROUP, LLC 137,453$4,892,0000.67%
Transamerica Financial Advisors, Inc. 935$34,0000.62%
N.E.W. Advisory Services LLC 59,120$2,103,0000.59%
Opes Wealth Management LLC 19,390$690,0000.33%
View complete list of SPDR SERIES TRUST shareholders