SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 75 filers reported holding SPDR SERIES TRUST in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,310,775 | -5.3% | 269,472 | -0.9% | 0.77% | -3.6% |
| Q2 2023 | $7,716,011 | – | 271,882 | – | 0.80% | – |
| Q2 2022 | $0 | – | 0 | – | 0.00% | – |
| Q1 2022 | $0 | – | 0 | – | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2021 | $17,000 | -99.8% | 495 | -99.8% | 0.00% | -99.8% |
| Q2 2021 | $8,622,000 | -0.4% | 237,510 | -1.7% | 1.02% | -10.0% |
| Q1 2021 | $8,660,000 | -8.6% | 241,710 | -3.3% | 1.14% | -14.4% |
| Q4 2020 | $9,476,000 | +2.3% | 250,030 | -4.0% | 1.33% | -10.9% |
| Q3 2020 | $9,266,000 | – | 260,346 | – | 1.49% | – |
| Q4 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2018 | $8,994,000 | +84.1% | 249,750 | +75.7% | 1.96% | +19.0% |
| Q4 2014 | $4,885,000 | -3.1% | 142,140 | -0.1% | 1.64% | -8.3% |
| Q3 2014 | $5,039,000 | -33.4% | 142,310 | -28.8% | 1.79% | -33.9% |
| Q2 2014 | $7,566,000 | +20.7% | 199,903 | +19.0% | 2.71% | +7.5% |
| Q1 2014 | $6,267,000 | +12.4% | 167,968 | +10.4% | 2.52% | -6.5% |
| Q4 2013 | $5,577,000 | -3.7% | 152,155 | -5.2% | 2.70% | -3.1% |
| Q3 2013 | $5,794,000 | +8.6% | 160,505 | +3.2% | 2.78% | +5.6% |
| Q2 2013 | $5,333,000 | – | 155,495 | – | 2.64% | – |
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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% |