SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 60 filers reported holding SPDR SERIES TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
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% | – |
Download | ||||||
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% |