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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $101,000 | -12.2% | 3,037 | -13.3% | 0.01% | -20.0% |
| Q4 2018 | $115,000 | -10.9% | 3,501 | -8.7% | 0.01% | -9.1% |
| Q3 2018 | $129,000 | -7.9% | 3,836 | -7.3% | 0.01% | -15.4% |
| Q2 2018 | $140,000 | -15.2% | 4,138 | -9.6% | 0.01% | -18.8% |
| Q1 2018 | $165,000 | +1.9% | 4,575 | +0.0% | 0.02% | 0.0% |
| Q4 2017 | $162,000 | +10.2% | 4,574 | +7.4% | 0.02% | 0.0% |
| Q3 2017 | $147,000 | -0.7% | 4,257 | -4.4% | 0.02% | -11.1% |
| Q2 2017 | $148,000 | +6.5% | 4,452 | +0.3% | 0.02% | -10.0% |
| Q1 2017 | $139,000 | -1.4% | 4,437 | -2.6% | 0.02% | -4.8% |
| Q4 2016 | $141,000 | -7.2% | 4,555 | +0.3% | 0.02% | -12.5% |
| Q3 2016 | $152,000 | +7.8% | 4,542 | +5.1% | 0.02% | +4.3% |
| Q2 2016 | $141,000 | -1.4% | 4,321 | -0.9% | 0.02% | -8.0% |
| Q1 2016 | $143,000 | +12.6% | 4,362 | +5.8% | 0.02% | +4.2% |
| Q4 2015 | $127,000 | – | 4,121 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ACIMA PRIVATE WEALTH, LLC | 178,061 | $5,865,000 | 5.74% |
| Relaxing Retirement Coach | 436,327 | $14,372,000 | 4.87% |
| Omega Financial Group, LLC | 91,889 | $3,027,000 | 2.67% |
| Windsor Capital Management, LLC | 72,453 | $2,386,000 | 1.23% |
| Checchi Capital Advisers, LLC | 226,637 | $7,465,000 | 0.96% |
| KWMG, LLC | 102,749 | $3,385,000 | 0.93% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 425,471 | $13,892,000 | 0.88% |
| 55I, LLC | 13,780 | $454,000 | 0.46% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 131,099 | $4,318,000 | 0.43% |
| LifePlan Financial Group, Inc | 13,608 | $448,000 | 0.28% |