SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 71 filers reported holding SPDR SERIES TRUST in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $372,501 | +13.6% | 13,438 | +2.8% | 0.14% | +3.1% |
| Q3 2022 | $328,000 | -5.2% | 13,071 | +6.1% | 0.13% | -5.8% |
| Q2 2022 | $346,000 | -8.9% | 12,322 | +3.3% | 0.14% | +12.1% |
| Q1 2022 | $380,000 | -18.3% | 11,929 | -11.3% | 0.12% | -13.9% |
| Q4 2021 | $465,000 | -9.5% | 13,455 | -7.6% | 0.14% | -20.9% |
| Q3 2021 | $514,000 | -41.1% | 14,557 | -39.4% | 0.18% | -43.7% |
| Q2 2021 | $872,000 | +6.2% | 24,011 | +4.8% | 0.32% | +0.9% |
| Q1 2021 | $821,000 | +3.9% | 22,915 | +9.3% | 0.32% | -16.0% |
| Q4 2020 | $790,000 | +14.5% | 20,959 | +8.1% | 0.38% | +15.5% |
| Q3 2020 | $690,000 | +26.8% | 19,390 | +19.7% | 0.33% | +19.1% |
| Q2 2020 | $544,000 | +16.5% | 16,195 | +7.9% | 0.28% | -21.3% |
| Q1 2020 | $467,000 | +2.0% | 15,012 | +11.8% | 0.35% | +25.3% |
| Q4 2019 | $458,000 | +21.2% | 13,422 | +18.3% | 0.28% | +12.9% |
| Q3 2019 | $378,000 | +8.6% | 11,347 | +11.6% | 0.25% | +4.6% |
| Q2 2019 | $348,000 | +5.8% | 10,170 | +2.6% | 0.24% | -0.8% |
| Q1 2019 | $329,000 | – | 9,917 | – | 0.24% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clearview Wealth Advisors LLC | 84,670 | $2,297,107 | 2.84% |
| AlphaQ Advisors LLC | 78,514 | $2,130,085 | 1.85% |
| SYKON CAPITAL LLC | 146,458 | $3,973,406 | 1.70% |
| Checchi Capital Advisers, LLC | 455,082 | $12,346,372 | 1.14% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 246,345 | $6,683,340 | 1.14% |
| Coppell Advisory Solutions LLC | 115,543 | $3,202,844 | 1.10% |
| Strategic Advocates LLC | 69,449 | $1,884,156 | 0.89% |
| NewSquare Capital LLC | 269,472 | $7,310,775 | 0.77% |
| LEUTHOLD GROUP, LLC | 181,865 | $4,933,997 | 0.69% |
| Tempus Wealth Planning, LLC | 48,657 | $1,320,062 | 0.66% |