SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 91 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $554,000 | +28.5% | 15,468 | +36.2% | 0.02% | -3.8% |
| Q4 2020 | $431,000 | +11.9% | 11,360 | +5.1% | 0.03% | 0.0% |
| Q3 2020 | $385,000 | +7.2% | 10,810 | +1.3% | 0.03% | +4.0% |
| Q2 2020 | $359,000 | +12.2% | 10,667 | +3.7% | 0.02% | -19.4% |
| Q1 2020 | $320,000 | +17.2% | 10,289 | +28.5% | 0.03% | +72.2% |
| Q4 2019 | $273,000 | +21.9% | 8,006 | +18.8% | 0.02% | +12.5% |
| Q3 2019 | $224,000 | +10.3% | 6,739 | +13.5% | 0.02% | +14.3% |
| Q2 2019 | $203,000 | – | 5,937 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ACIMA PRIVATE WEALTH, LLC | 178,061 | $5,865,000 | 5.74% |
| Relaxing Retirement Coach | 436,327 | $14,372,000 | 4.87% |
| Omega Financial Group, LLC | 91,889 | $3,027,000 | 2.67% |
| Windsor Capital Management, LLC | 72,453 | $2,386,000 | 1.23% |
| Checchi Capital Advisers, LLC | 226,637 | $7,465,000 | 0.96% |
| KWMG, LLC | 102,749 | $3,385,000 | 0.93% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 425,471 | $13,892,000 | 0.88% |
| 55I, LLC | 13,780 | $454,000 | 0.46% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 131,099 | $4,318,000 | 0.43% |
| LifePlan Financial Group, Inc | 13,608 | $448,000 | 0.28% |