SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 71 filers reported holding SPDR SERIES TRUST in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,197,000 | +392.6% | 44,496 | +417.9% | 0.00% | – |
| Q2 2023 | $243,000 | -0.4% | 8,592 | +0.5% | 0.00% | -100.0% |
| Q1 2023 | $244,000 | +3.4% | 8,549 | +0.3% | 0.00% | 0.0% |
| Q4 2022 | $236,000 | -53.5% | 8,524 | -57.9% | 0.00% | 0.0% |
| Q3 2022 | $508,000 | +88.8% | 20,235 | +110.5% | 0.00% | 0.0% |
| Q2 2022 | $269,000 | -79.6% | 9,615 | -72.3% | 0.00% | -80.0% |
| Q4 2020 | $1,316,000 | +5.2% | 34,735 | -1.0% | 0.01% | -16.7% |
| Q3 2020 | $1,251,000 | +119.9% | 35,074 | +107.3% | 0.01% | +100.0% |
| Q2 2020 | $569,000 | +55.5% | 16,922 | +60.9% | 0.00% | 0.0% |
| Q3 2017 | $366,000 | – | 10,514 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tempus Wealth Planning, LLC | 170,165 | $6,056,000 | 8.76% |
| Relaxing Retirement Coach | 205,136 | $7,314,000 | 3.19% |
| NewSquare Capital LLC | 260,346 | $9,266,000 | 1.49% |
| Omega Financial Group, LLC | 62,973 | $2,241,000 | 1.36% |
| Checchi Capital Advisers, LLC | 307,574 | $10,947,000 | 1.21% |
| BTS Asset Management, Inc. | 2,505 | $89,000 | 1.04% |
| LEUTHOLD GROUP, LLC | 137,453 | $4,892,000 | 0.67% |
| Transamerica Financial Advisors, Inc. | 935 | $34,000 | 0.62% |
| N.E.W. Advisory Services LLC | 59,120 | $2,103,000 | 0.59% |
| Opes Wealth Management LLC | 19,390 | $690,000 | 0.33% |