AE Wealth Management LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 67 filers reported holding SPDR SERIES TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$4,604,510
+374.6%
169,720
+396.5%
0.03%
+366.7%
Q2 2023$970,144
-4.4%
34,184
-3.9%
0.01%
-14.3%
Q1 2023$1,014,756
+8.6%
35,556
+5.5%
0.01%0.0%
Q4 2022$934,665
-9.0%
33,718
-17.7%
0.01%
-12.5%
Q3 2022$1,027,000
-8.3%
40,951
+2.6%
0.01%
-11.1%
Q2 2022$1,120,000
-25.8%
39,906
-15.7%
0.01%
-10.0%
Q1 2022$1,509,000
-4.1%
47,327
+4.0%
0.01%
-9.1%
Q4 2021$1,574,000
-1.7%
45,506
+0.4%
0.01%
-15.4%
Q3 2021$1,601,000
-2.0%
45,344
+0.8%
0.01%
-7.1%
Q2 2021$1,633,000
+22.7%
44,989
+21.1%
0.01%
+7.7%
Q1 2021$1,331,000
+36.5%
37,158
+44.4%
0.01%
+18.2%
Q4 2020$975,000
+28.8%
25,729
+21.0%
0.01%0.0%
Q3 2020$757,000
+11.0%
21,268
+4.8%
0.01%0.0%
Q2 2020$682,000
+32.2%
20,296
+22.2%
0.01%
-8.3%
Q1 2020$516,000
-88.1%
16,610
-86.9%
0.01%
-87.2%
Q4 2019$4,324,000126,5930.09%
Other shareholders
SPDR SERIES TRUST shareholders Q2 2021
NameSharesValueWeighting ↓
ACIMA PRIVATE WEALTH, LLC 178,061$5,865,0005.74%
Relaxing Retirement Coach 436,327$14,372,0004.87%
Omega Financial Group, LLC 91,889$3,027,0002.67%
Windsor Capital Management, LLC 72,453$2,386,0001.23%
Checchi Capital Advisers, LLC 226,637$7,465,0000.96%
KWMG, LLC 102,749$3,385,0000.93%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 425,471$13,892,0000.88%
55I, LLC 13,780$454,0000.46%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 131,099$4,318,0000.43%
LifePlan Financial Group, Inc 13,608$448,0000.28%
View complete list of SPDR SERIES TRUST shareholders