Cambridge Advisors Inc. - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 65 filers reported holding SPDR SERIES TRUST in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Cambridge Advisors Inc. ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$282,152
-4.4%
10,4000.0%0.08%0.0%
Q2 2023$295,152
-0.6%
10,4000.0%0.08%0.0%
Q1 2023$296,816
+3.0%
10,4000.0%0.08%
-1.3%
Q4 2022$288,288
+10.5%
10,4000.0%0.08%
+2.7%
Q3 2022$261,000
-10.6%
10,4000.0%0.08%
-6.2%
Q2 2022$292,000
-12.0%
10,4000.0%0.08%
+1.3%
Q1 2022$332,000
-7.8%
10,4000.0%0.08%
-2.5%
Q4 2021$360,000
-1.9%
10,4000.0%0.08%
-9.0%
Q3 2021$367,000
-2.9%
10,4000.0%0.09%
-2.2%
Q2 2021$378,000
+1.3%
10,4000.0%0.09%
-4.2%
Q1 2021$373,000
-5.3%
10,4000.0%0.10%
-10.4%
Q4 2020$394,000
+6.5%
10,4000.0%0.11%
-2.8%
Q3 2020$370,000
+5.7%
10,4000.0%0.11%
-0.9%
Q2 2020$350,000
+8.4%
10,4000.0%0.11%
-6.8%
Q1 2020$323,000
-9.0%
10,4000.0%0.12%
+9.3%
Q4 2019$355,000
+2.6%
10,4000.0%0.11%
-5.3%
Q3 2019$346,000
-2.8%
10,4000.0%0.11%
-3.4%
Q2 2019$356,000
+3.2%
10,4000.0%0.12%
+0.9%
Q1 2019$345,000
+0.6%
10,4000.0%0.12%
-8.6%
Q4 2018$343,000
-1.7%
10,4000.0%0.13%
+8.5%
Q3 2018$349,000
-0.9%
10,4000.0%0.12%
-4.8%
Q2 2018$352,000
-6.1%
10,4000.0%0.12%
-7.5%
Q1 2018$375,000
+1.9%
10,4000.0%0.13%
+0.8%
Q4 2017$368,000
+2.5%
10,4000.0%0.13%
-3.6%
Q3 2017$359,000
+3.8%
10,4000.0%0.14%
-1.4%
Q2 2017$346,000
+6.1%
10,4000.0%0.14%
+4.5%
Q1 2017$326,000
+1.6%
10,4000.0%0.13%
-5.6%
Q4 2016$321,000
-7.8%
10,4000.0%0.14%
-7.8%
Q3 2016$348,000
+3.0%
10,4000.0%0.15%0.0%
Q2 2016$338,000
-1.2%
10,4000.0%0.15%
-3.1%
Q1 2016$342,000
+6.9%
10,4000.0%0.16%
-12.2%
Q4 2015$320,000
-1.8%
10,4000.0%0.18%
-6.2%
Q3 2015$326,0000.0%10,4000.0%0.19%
+4.9%
Q2 2015$326,000
+0.9%
10,4000.0%0.18%
-2.1%
Q1 2015$323,000
-9.5%
10,4000.0%0.19%
-13.8%
Q4 2014$357,00010,4000.22%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2017
NameSharesValueWeighting ↓
Relaxing Retirement Coach 449,627$15,105,0004.53%
Windsor Capital Management, LLC 84,818$2,849,0001.29%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 439,097$14,414,0000.87%
KWMG, LLC 99,793$3,352,0000.86%
Checchi Capital Advisers, LLC 198,256$6,659,0000.77%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 100,161$3,364,0000.31%
LifePlan Financial Group, Inc 13,384$450,0000.24%
Trilogy Capital Inc. 32,881$1,104,0000.14%
LEUTHOLD GROUP, LLC 35,791$1,202,0000.13%
Cambridge Advisors Inc. 10,400$349,0000.12%
View complete list of SPDR SERIES TRUST shareholders