SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 62 filers reported holding SPDR SERIES TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |