AE Wealth Management LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 66 filers reported holding SPDR SERIES TRUST in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
ACIMA PRIVATE WEALTH, LLC 194,762$6,456,0005.52%
Relaxing Retirement Coach 433,547$14,370,0004.48%
Omega Financial Group, LLC 93,113$3,087,0002.28%
Checchi Capital Advisers, LLC 241,085$7,992,0000.93%
KWMG, LLC 108,068$3,582,0000.89%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 378,320$12,560,0000.71%
Windsor Capital Management, LLC 43,110$1,429,0000.68%
55I, LLC 15,120$501,0000.40%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 104,241$3,456,0000.38%
Opes Wealth Management LLC 9,917$329,0000.24%
View complete list of SPDR SERIES TRUST shareholders