UBS Group AG - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 63 filers reported holding SPDR SERIES TRUST in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
UBS Group AG ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$747,920
+17.5%
27,568
+22.9%
0.00%
Q2 2023$636,478
+31.0%
22,427
+31.7%
0.00%
Q1 2023$485,865
+41.3%
17,024
+37.2%
0.00%
Q4 2022$343,867
-13.2%
12,405
-21.3%
0.00%
Q3 2022$396,000
-76.4%
15,772
-73.6%
0.00%
-100.0%
Q2 2022$1,678,000
-9.4%
59,810
+3.0%
0.00%0.0%
Q1 2022$1,852,000
-54.9%
58,086
-51.0%
0.00%0.0%
Q4 2021$4,102,000
-6.3%
118,602
-4.3%
0.00%0.0%
Q3 2021$4,378,000
-4.2%
123,979
-1.5%
0.00%0.0%
Q2 2021$4,569,000
+0.1%
125,873
-1.2%
0.00%
-50.0%
Q1 2021$4,564,000
-31.0%
127,371
-27.1%
0.00%0.0%
Q4 2020$6,619,000
+3.0%
174,638
-3.3%
0.00%0.0%
Q3 2020$6,425,000
+6.4%
180,517
+0.5%
0.00%
-33.3%
Q2 2020$6,041,000
+14.0%
179,695
+5.4%
0.00%
+50.0%
Q1 2020$5,298,000
+6.1%
170,474
+16.7%
0.00%0.0%
Q4 2019$4,992,000
+6.3%
146,134
+3.6%
0.00%0.0%
Q3 2019$4,697,000
-5.2%
141,051
-2.7%
0.00%0.0%
Q2 2019$4,957,000
+4.6%
144,984
+1.4%
0.00%0.0%
Q1 2019$4,738,000
+0.7%
142,917
+0.0%
0.00%0.0%
Q4 2018$4,706,000
-3.2%
142,860
-1.3%
0.00%0.0%
Q3 2018$4,862,000
-14.8%
144,767
-14.2%
0.00%0.0%
Q2 2018$5,706,000
-41.5%
168,703
-37.7%
0.00%
-50.0%
Q1 2018$9,759,000
+35.4%
271,004
+32.8%
0.00%
+33.3%
Q4 2017$7,210,000
-11.5%
204,011
-13.5%
0.00%
-25.0%
Q3 2017$8,144,000
+8.3%
235,734
+4.2%
0.00%0.0%
Q2 2017$7,522,000
+83.8%
226,164
+73.0%
0.00%
+100.0%
Q1 2017$4,093,000
-27.2%
130,753
-28.2%
0.00%
-33.3%
Q4 2016$5,624,000
+2.6%
182,098
+11.0%
0.00%0.0%
Q3 2016$5,481,000
-1.4%
163,990
-4.0%
0.00%0.0%
Q2 2016$5,557,000
+58.8%
170,825
+60.4%
0.00%
+50.0%
Q1 2016$3,500,000
+0.3%
106,505
-6.0%
0.00%0.0%
Q4 2015$3,488,000
-21.8%
113,251
-20.5%
0.00%
-33.3%
Q3 2015$4,462,000
-6.8%
142,462
-6.7%
0.00%0.0%
Q2 2015$4,789,000
+38.2%
152,680
+37.0%
0.00%
+50.0%
Q1 2015$3,466,000
-43.0%
111,440
-37.0%
0.00%
-50.0%
Q4 2014$6,083,000176,9920.00%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2017
NameSharesValueWeighting ↓
ACIMA PRIVATE WEALTH, LLC 194,762$6,456,0005.52%
Relaxing Retirement Coach 433,547$14,370,0004.48%
Omega Financial Group, LLC 93,113$3,087,0002.28%
Checchi Capital Advisers, LLC 241,085$7,992,0000.93%
KWMG, LLC 108,068$3,582,0000.89%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 378,320$12,560,0000.71%
Windsor Capital Management, LLC 43,110$1,429,0000.68%
55I, LLC 15,120$501,0000.40%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 104,241$3,456,0000.38%
Opes Wealth Management LLC 9,917$329,0000.24%
View complete list of SPDR SERIES TRUST shareholders