Cambridge Advisors Inc. - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 71 filers reported holding SPDR SERIES TRUST in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

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 2020
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