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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,517,998 | +285.9% | 55,941 | +303.8% | 0.00% | +100.0% |
| Q2 2023 | $393,407 | -37.5% | 13,854 | -37.2% | 0.00% | 0.0% |
| Q1 2023 | $629,442 | +1081.6% | 22,055 | +1034.5% | 0.00% | – |
| Q4 2022 | $53,269 | +18.4% | 1,944 | +8.7% | 0.00% | – |
| Q3 2022 | $45,000 | -64.0% | 1,789 | -59.8% | 0.00% | – |
| Q2 2022 | $125,000 | +22.5% | 4,450 | +39.2% | 0.00% | – |
| Q1 2022 | $102,000 | -88.8% | 3,196 | -87.8% | 0.00% | -100.0% |
| Q4 2021 | $908,000 | -4.6% | 26,271 | -2.7% | 0.00% | 0.0% |
| Q3 2021 | $952,000 | -30.9% | 26,989 | -28.8% | 0.00% | -33.3% |
| Q2 2021 | $1,377,000 | +28.6% | 37,930 | +26.8% | 0.00% | 0.0% |
| Q1 2021 | $1,071,000 | +19.3% | 29,917 | +26.3% | 0.00% | +50.0% |
| Q4 2020 | $898,000 | +219.6% | 23,696 | +193.8% | 0.00% | +100.0% |
| Q3 2020 | $281,000 | +73.5% | 8,066 | +66.8% | 0.00% | 0.0% |
| Q2 2020 | $162,000 | -6.4% | 4,837 | -13.3% | 0.00% | 0.0% |
| Q1 2020 | $173,000 | – | 5,576 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clearview Wealth Advisors LLC | 84,670 | $2,297,107 | 2.84% |
| AlphaQ Advisors LLC | 78,514 | $2,130,085 | 1.85% |
| SYKON CAPITAL LLC | 146,458 | $3,973,406 | 1.70% |
| Checchi Capital Advisers, LLC | 455,082 | $12,346,372 | 1.14% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 246,345 | $6,683,340 | 1.14% |
| Coppell Advisory Solutions LLC | 115,543 | $3,202,844 | 1.10% |
| Strategic Advocates LLC | 69,449 | $1,884,156 | 0.89% |
| NewSquare Capital LLC | 269,472 | $7,310,775 | 0.77% |
| LEUTHOLD GROUP, LLC | 181,865 | $4,933,997 | 0.69% |
| Tempus Wealth Planning, LLC | 48,657 | $1,320,062 | 0.66% |