SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 73 filers reported holding SPDR SERIES TRUST in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,565 | +35.6% | 500 | +66.7% | 0.00% | 0.0% |
| Q1 2022 | $10,000 | +42.9% | 300 | +50.0% | 0.00% | – |
| Q4 2021 | $7,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q3 2021 | $7,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2021 | $7,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2021 | $7,000 | -61.1% | 200 | -57.8% | 0.00% | -100.0% |
| Q4 2020 | $18,000 | -56.1% | 474 | -58.3% | 0.00% | -75.0% |
| Q3 2020 | $41,000 | -94.1% | 1,138 | -94.5% | 0.00% | -92.9% |
| Q2 2020 | $691,000 | +18.1% | 20,546 | +9.2% | 0.06% | +3.7% |
| Q1 2020 | $585,000 | +19.1% | 18,823 | +30.9% | 0.05% | +28.6% |
| Q4 2019 | $491,000 | +18.6% | 14,384 | +15.6% | 0.04% | +10.5% |
| Q3 2019 | $414,000 | +25.1% | 12,439 | +28.5% | 0.04% | +2.7% |
| Q2 2019 | $331,000 | +114.9% | 9,683 | +109.0% | 0.04% | +94.7% |
| Q1 2019 | $154,000 | +0.7% | 4,634 | -0.5% | 0.02% | -9.5% |
| Q4 2018 | $153,000 | -41.4% | 4,656 | -40.2% | 0.02% | -36.4% |
| Q3 2018 | $261,000 | -0.8% | 7,782 | +0.0% | 0.03% | -8.3% |
| Q2 2018 | $263,000 | -3.3% | 7,780 | +3.0% | 0.04% | -5.3% |
| Q1 2018 | $272,000 | +62.9% | 7,555 | +59.7% | 0.04% | +52.0% |
| Q4 2017 | $167,000 | – | 4,730 | – | 0.02% | – |
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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% |