KWMG, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 91 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
KWMG, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2019$237,000
-8.8%
6,947
-11.2%
0.05%
-16.1%
Q3 2019$260,000
-93.0%
7,822
-92.8%
0.06%
-93.1%
Q2 2019$3,739,000
+4.4%
109,368
+1.2%
0.90%
+1.5%
Q1 2019$3,582,000
+5.8%
108,068
+5.2%
0.89%
-4.1%
Q4 2018$3,385,000
+1.0%
102,749
+3.0%
0.93%
+8.1%
Q3 2018$3,352,000
+4.4%
99,793
+5.1%
0.86%
-2.4%
Q2 2018$3,210,000
-2.9%
94,916
+3.4%
0.88%
-9.8%
Q1 2018$3,305,000
+1.8%
91,789
-0.1%
0.97%
-0.5%
Q4 2017$3,247,000
+6.0%
91,889
+3.6%
0.98%
-3.2%
Q3 2017$3,064,000
+6.1%
88,678
+2.1%
1.01%
-1.2%
Q2 2017$2,889,000
-11.6%
86,857
-16.8%
1.02%
-19.0%
Q1 2017$3,268,000
+23.9%
104,405
+22.3%
1.26%
+10.0%
Q4 2016$2,637,000
+80.5%
85,395
+95.4%
1.15%
+61.5%
Q3 2016$1,461,000
+32.9%
43,710
+29.4%
0.71%
+19.5%
Q2 2016$1,099,000
+25.6%
33,774
+26.9%
0.59%
+15.3%
Q1 2016$875,000
+98.0%
26,616
+85.7%
0.52%
+72.2%
Q4 2015$442,00014,3350.30%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Clearview Wealth Advisors LLC 84,670$2,297,1072.84%
AlphaQ Advisors LLC 78,514$2,130,0851.85%
SYKON CAPITAL LLC 146,458$3,973,4061.70%
Checchi Capital Advisers, LLC 455,082$12,346,3721.14%
LODESTAR PRIVATE ASSET MANAGEMENT LLC 246,345$6,683,3401.14%
Coppell Advisory Solutions LLC 115,543$3,202,8441.10%
Strategic Advocates LLC 69,449$1,884,1560.89%
NewSquare Capital LLC 269,472$7,310,7750.77%
LEUTHOLD GROUP, LLC 181,865$4,933,9970.69%
Tempus Wealth Planning, LLC 48,657$1,320,0620.66%
View complete list of SPDR SERIES TRUST shareholders