SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 91 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2020 | $4,776,000 | -2.2% | 142,044 | -9.6% | 3.08% | -18.0% |
Q1 2020 | $4,883,000 | -31.6% | 157,120 | -24.8% | 3.76% | -23.8% |
Q4 2019 | $7,142,000 | +4.6% | 209,073 | +1.9% | 4.93% | -5.5% |
Q3 2019 | $6,830,000 | -3.9% | 205,127 | -1.4% | 5.22% | -6.9% |
Q2 2019 | $7,110,000 | +10.1% | 207,957 | +6.8% | 5.61% | +1.5% |
Q1 2019 | $6,456,000 | +10.1% | 194,762 | +9.4% | 5.52% | -3.8% |
Q4 2018 | $5,865,000 | – | 178,061 | – | 5.74% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ACIMA PRIVATE WEALTH, LLC | 178,061 | $5,865,000 | 5.74% |
Relaxing Retirement Coach | 436,327 | $14,372,000 | 4.87% |
Omega Financial Group, LLC | 91,889 | $3,027,000 | 2.67% |
Windsor Capital Management, LLC | 72,453 | $2,386,000 | 1.23% |
Checchi Capital Advisers, LLC | 226,637 | $7,465,000 | 0.96% |
KWMG, LLC | 102,749 | $3,385,000 | 0.93% |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 425,471 | $13,892,000 | 0.88% |
55I, LLC | 13,780 | $454,000 | 0.46% |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 131,099 | $4,318,000 | 0.43% |
LifePlan Financial Group, Inc | 13,608 | $448,000 | 0.28% |