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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $853,763 | +1.0% | 31,469 | +5.7% | 0.01% | -10.0% |
| Q2 2023 | $845,160 | -11.7% | 29,780 | -11.2% | 0.01% | -16.7% |
| Q1 2023 | $957,105 | +235.3% | 33,535 | +50.9% | 0.01% | +50.0% |
| Q4 2022 | $285,429 | -59.0% | 22,225 | -19.8% | 0.01% | -27.3% |
| Q3 2022 | $696,000 | -13.3% | 27,729 | -3.1% | 0.01% | -15.4% |
| Q2 2022 | $803,000 | +65.6% | 28,619 | +88.0% | 0.01% | +62.5% |
| Q1 2022 | $485,000 | -10.8% | 15,219 | -3.2% | 0.01% | 0.0% |
| Q4 2021 | $544,000 | -25.2% | 15,722 | -23.6% | 0.01% | -55.6% |
| Q3 2021 | $727,000 | +48.1% | 20,591 | +52.1% | 0.02% | +38.5% |
| Q2 2021 | $491,000 | – | 13,539 | – | 0.01% | – |
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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% |