SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 60 filers reported holding SPDR SERIES TRUST in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $310,367 | +51.4% | 11,440 | +77.9% | 0.00% | – |
| Q1 2022 | $205,000 | -8.1% | 6,431 | +3.4% | 0.00% | – |
| Q1 2021 | $223,000 | -3.0% | 6,218 | -4.0% | 0.00% | – |
| Q3 2020 | $230,000 | -6.9% | 6,474 | -11.7% | 0.00% | – |
| Q2 2020 | $247,000 | -62.9% | 7,333 | -65.7% | 0.00% | – |
| Q1 2020 | $665,000 | +1.1% | 21,371 | +11.0% | 0.00% | – |
| Q4 2019 | $658,000 | -42.5% | 19,254 | -44.2% | 0.00% | – |
| Q1 2019 | $1,144,000 | +24.6% | 34,493 | +26.3% | 0.00% | – |
| Q3 2018 | $918,000 | +317.3% | 27,317 | +346.2% | 0.00% | – |
| Q1 2018 | $220,000 | -88.6% | 6,122 | -88.8% | 0.00% | -100.0% |
| Q4 2017 | $1,936,000 | +37.0% | 54,789 | +34.0% | 0.00% | 0.0% |
| Q3 2017 | $1,413,000 | +230.9% | 40,892 | +220.0% | 0.00% | – |
| Q3 2016 | $427,000 | -56.6% | 12,779 | -59.6% | 0.00% | – |
| Q1 2015 | $985,000 | +49.7% | 31,647 | +70.4% | 0.00% | – |
| Q3 2014 | $658,000 | +82.3% | 18,571 | +91.8% | 0.00% | – |
| Q1 2014 | $361,000 | – | 9,680 | – | 0.00% | – |
Download | ||||||
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% |