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 | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $876,000 | +10.6% | 25,354 | +6.4% | 0.14% | -20.6% |
| Q2 2017 | $792,000 | +22.0% | 23,818 | +14.8% | 0.17% | -22.4% |
| Q1 2017 | $649,000 | +18.9% | 20,746 | +17.4% | 0.22% | -3.5% |
| Q4 2016 | $546,000 | -7.9% | 17,674 | -0.4% | 0.23% | -18.1% |
| Q3 2016 | $593,000 | +7.8% | 17,737 | +4.9% | 0.28% | +9.1% |
| Q2 2016 | $550,000 | +8.9% | 16,906 | +10.0% | 0.25% | +8.5% |
| Q1 2016 | $505,000 | -23.8% | 15,368 | -28.6% | 0.23% | -12.0% |
| Q4 2015 | $663,000 | -1.8% | 21,520 | 0.0% | 0.27% | +2.3% |
| Q3 2015 | $675,000 | -6.9% | 21,520 | -6.7% | 0.26% | +17.1% |
| Q2 2015 | $725,000 | +48.3% | 23,058 | +46.8% | 0.22% | +303.6% |
| Q1 2015 | $489,000 | +399.0% | 15,708 | +450.0% | 0.06% | +57.1% |
| Q4 2014 | $98,000 | – | 2,856 | – | 0.04% | – |
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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% |