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 | $1,318 | +3.9% | 48,593 | +8.7% | 0.01% | 0.0% |
| Q2 2023 | $1,269 | -10.1% | 44,717 | -9.5% | 0.01% | -11.1% |
| Q1 2023 | $1,411 | +34.1% | 49,425 | +30.2% | 0.01% | +28.6% |
| Q4 2022 | $1,052 | -99.9% | 37,951 | -4.7% | 0.01% | -12.5% |
| Q3 2022 | $999,000 | -6.8% | 39,835 | +4.3% | 0.01% | 0.0% |
| Q2 2022 | $1,072,000 | -25.0% | 38,203 | -14.8% | 0.01% | -11.1% |
| Q1 2022 | $1,430,000 | -51.6% | 44,826 | -47.5% | 0.01% | -43.8% |
| Q4 2021 | $2,954,000 | +44.1% | 85,386 | +47.0% | 0.02% | +23.1% |
| Q3 2021 | $2,050,000 | +11.5% | 58,070 | +14.6% | 0.01% | +8.3% |
| Q2 2021 | $1,839,000 | -32.8% | 50,661 | -29.8% | 0.01% | -45.5% |
| Q4 2020 | $2,735,000 | +6.9% | 72,164 | +0.4% | 0.02% | -12.0% |
| Q3 2020 | $2,558,000 | +6.1% | 71,860 | +0.3% | 0.02% | -10.7% |
| Q2 2020 | $2,410,000 | – | 71,670 | – | 0.03% | – |
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% |