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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $67,000 | +9.8% | 1,940 | +11.9% | 0.00% | -20.0% |
| Q3 2021 | $61,000 | -3.2% | 1,733 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $63,000 | +1.6% | 1,733 | +0.1% | 0.01% | -16.7% |
| Q1 2021 | $62,000 | -6.1% | 1,732 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $66,000 | +6.5% | 1,732 | +0.1% | 0.01% | -14.3% |
| Q3 2020 | $62,000 | +14.8% | 1,731 | -0.1% | 0.01% | 0.0% |
| Q1 2020 | $54,000 | -8.5% | 1,733 | 0.0% | 0.01% | +16.7% |
| Q4 2019 | $59,000 | +110.7% | 1,733 | +108.5% | 0.01% | +100.0% |
| Q3 2019 | $28,000 | -31.7% | 831 | -30.2% | 0.00% | -25.0% |
| Q2 2019 | $41,000 | +5.1% | 1,191 | 0.0% | 0.00% | -50.0% |
| Q4 2018 | $39,000 | +225.0% | 1,191 | +230.8% | 0.01% | +166.7% |
| Q3 2017 | $12,000 | -99.9% | 360 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $12,000,000 | 0.0% | 360 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $12,000,000 | +9.1% | 360 | 0.0% | 0.00% | +50.0% |
| Q4 2016 | $11,000,000 | +91566.7% | 360 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $12,000 | +9.1% | 360 | 0.0% | 0.00% | -33.3% |
| Q2 2016 | $11,000 | 0.0% | 360 | 0.0% | 0.00% | -25.0% |
| Q1 2016 | $11,000 | 0.0% | 360 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $11,000 | 0.0% | 360 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $11,000 | 0.0% | 360 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $11,000 | 0.0% | 360 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $11,000 | -8.3% | 360 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $12,000 | -55.6% | 360 | -52.5% | 0.00% | -20.0% |
| Q3 2014 | $27,000 | – | 758 | – | 0.01% | – |
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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% |