Transamerica Financial Advisors, Inc. - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 60 filers reported holding SPDR SERIES TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Transamerica Financial Advisors, Inc. ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$1,021
-5.4%
37,613
-1.0%
0.14%
-1.4%
Q2 2023$1,079
+26875.0%
38,009
+28264.9%
0.14%
+13900.0%
Q1 2023$40.0%1340.0%0.00%0.0%
Q4 2022$4
-99.9%
1340.0%0.00%0.0%
Q3 2022$4,0000.0%1340.0%0.00%0.0%
Q2 2022$4,000
-81.0%
134
-76.2%
0.00%
-99.8%
Q2 2021$21,000
-16.0%
563
-18.9%
0.51%
-15.6%
Q1 2021$25,000
-21.9%
694
-16.6%
0.61%
-7.9%
Q4 2020$32,000
-5.9%
832
-11.0%
0.66%
+7.1%
Q3 2020$34,000
+750.0%
935
+713.0%
0.62%
+61600.0%
Q2 2020$4,000
-20.0%
115
-12.2%
0.00%0.0%
Q2 2019$5,0000.0%1310.0%0.00%0.0%
Q4 2018$5,0000.0%1310.0%0.00%0.0%
Q3 2018$5,0000.0%1310.0%0.00%0.0%
Q2 2018$5,000
-99.6%
131
-99.7%
0.00%
-99.5%
Q1 2018$1,361,000
+6086.4%
37,771
+6112.3%
0.20%
+6600.0%
Q4 2017$22,000
-80.9%
608
-81.7%
0.00%
-78.6%
Q3 2017$115,000
+26.4%
3,317
+22.0%
0.01%
+16.7%
Q2 2017$91,000
+355.0%
2,718
+351.5%
0.01%
+500.0%
Q1 2016$20,000
+900.0%
602
+1080.4%
0.00%
Q1 2014$2,0000.0%51
+70.0%
0.00%
Q4 2013$2,000
-33.3%
30
-60.5%
0.00%
Q3 2013$3,000760.00%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2021
NameSharesValueWeighting ↓
ACIMA PRIVATE WEALTH, LLC 194,762$6,456,0005.52%
Relaxing Retirement Coach 433,547$14,370,0004.48%
Omega Financial Group, LLC 93,113$3,087,0002.28%
Checchi Capital Advisers, LLC 241,085$7,992,0000.93%
KWMG, LLC 108,068$3,582,0000.89%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 378,320$12,560,0000.71%
Windsor Capital Management, LLC 43,110$1,429,0000.68%
55I, LLC 15,120$501,0000.40%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 104,241$3,456,0000.38%
Opes Wealth Management LLC 9,917$329,0000.24%
View complete list of SPDR SERIES TRUST shareholders