SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 62 filers reported holding SPDR SERIES TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $55 | -3.5% | 2 | 0.0% | 0.00% | – |
| Q2 2023 | $57 | -1.7% | 2 | 0.0% | 0.00% | – |
| Q1 2023 | $58 | +5.5% | 2 | 0.0% | 0.00% | – |
| Q4 2022 | $55 | – | 2 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 2 | -99.0% | 0.00% | – |
| Q2 2022 | $6,000 | -14.3% | 209 | +1.0% | 0.00% | – |
| Q1 2022 | $7,000 | 0.0% | 207 | 0.0% | 0.00% | – |
| Q4 2021 | $7,000 | 0.0% | 207 | 0.0% | 0.00% | – |
| Q3 2021 | $7,000 | -12.5% | 207 | 0.0% | 0.00% | – |
| Q2 2021 | $8,000 | – | 207 | – | 0.00% | – |
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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% |