SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,852 | +98554.5% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $11 | 0.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $11 | 0.0% | 400 | 0.0% | 0.01% | -16.7% |
| Q4 2022 | $11 | -99.9% | 400 | 0.0% | 0.01% | +20.0% |
| Q3 2022 | $10,000 | -9.1% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $11,000 | -15.4% | 400 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $13,000 | -7.1% | 400 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $14,000 | 0.0% | 400 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $14,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $14,000 | 0.0% | 400 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $14,000 | -6.7% | 400 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $15,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $15,000 | +15.4% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $13,000 | 0.0% | 400 | 0.0% | 0.01% | -11.1% |
| Q1 2020 | $13,000 | -7.1% | 400 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $14,000 | +7.7% | 400 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $13,000 | -7.1% | 400 | 0.0% | 0.01% | -10.0% |
| Q2 2019 | $14,000 | +7.7% | 400 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $13,000 | 0.0% | 400 | 0.0% | 0.01% | -9.1% |
| Q4 2018 | $13,000 | 0.0% | 400 | 0.0% | 0.01% | +22.2% |
| Q3 2018 | $13,000 | -7.1% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $14,000 | 0.0% | 400 | 0.0% | 0.01% | -10.0% |
| Q1 2018 | $14,000 | +100.0% | 400 | +100.0% | 0.01% | +66.7% |
| Q4 2017 | $7,000 | – | 200 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MILESTONE ASSET MANAGEMENT, LLC | 180,151 | $5,167,254 | 3.07% |
| Synergy Asset Management, LLC | 355,321 | $9,849,498 | 2.52% |
| Checchi Capital Advisers, LLC | 397,537 | $11,019,717 | 1.14% |
| Coppell Advisory Solutions Corp. | 115,543 | $3,202,844 | 1.08% |
| Coppell Advisory Solutions LLC | 115,543 | $3,202,844 | 1.08% |
| IAMS WEALTH MANAGEMENT, LLC | 32,647 | $904,975 | 0.92% |
| Tempus Wealth Planning, LLC | 47,049 | $1,304,209 | 0.79% |
| LEUTHOLD GROUP, LLC | 176,054 | $4,880,217 | 0.66% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 121,702 | $3,373,588 | 0.65% |
| N.E.W. Advisory Services LLC | 101,715 | $2,819,537 | 0.44% |