SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 67 filers reported holding SPDR SERIES TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $203,000 | -2.4% | 5,584 | -3.8% | 0.01% | -13.3% |
| Q1 2021 | $208,000 | -5.5% | 5,805 | 0.0% | 0.02% | -11.8% |
| Q4 2020 | $220,000 | -23.1% | 5,805 | -27.7% | 0.02% | -32.0% |
| Q3 2020 | $286,000 | -4.7% | 8,032 | -9.9% | 0.02% | -10.7% |
| Q2 2020 | $300,000 | +8.3% | 8,913 | 0.0% | 0.03% | -9.7% |
| Q1 2020 | $277,000 | -8.9% | 8,913 | 0.0% | 0.03% | +14.8% |
| Q4 2019 | $304,000 | +2.4% | 8,913 | 0.0% | 0.03% | -6.9% |
| Q3 2019 | $297,000 | -2.6% | 8,913 | 0.0% | 0.03% | -6.5% |
| Q2 2019 | $305,000 | -1.3% | 8,913 | -4.4% | 0.03% | -3.1% |
| Q1 2019 | $309,000 | +0.7% | 9,319 | 0.0% | 0.03% | -11.1% |
| Q4 2018 | $307,000 | – | 9,319 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ACIMA PRIVATE WEALTH, LLC | 194,762 | $6,456,000 | 5.52% |
| Relaxing Retirement Coach | 433,547 | $14,370,000 | 4.48% |
| Omega Financial Group, LLC | 93,113 | $3,087,000 | 2.28% |
| Checchi Capital Advisers, LLC | 241,085 | $7,992,000 | 0.93% |
| KWMG, LLC | 108,068 | $3,582,000 | 0.89% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 378,320 | $12,560,000 | 0.71% |
| Windsor Capital Management, LLC | 43,110 | $1,429,000 | 0.68% |
| 55I, LLC | 15,120 | $501,000 | 0.40% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 104,241 | $3,456,000 | 0.38% |
| Opes Wealth Management LLC | 9,917 | $329,000 | 0.24% |