Realta Investment Advisors - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 62 filers reported holding SPDR SERIES TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Realta Investment Advisors ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$236,4620.0%8,3320.0%0.05%
+3.8%
Q2 2023$236,462
-0.6%
8,3320.0%0.05%
-10.3%
Q1 2023$237,795
+3.0%
8,3320.0%0.06%
+3.6%
Q4 2022$230,963
+10.5%
8,3320.0%0.06%
+1.8%
Q3 2022$209,000
-11.1%
8,3320.0%0.06%
-5.2%
Q2 2022$235,000
-11.7%
8,3320.0%0.06%
+9.4%
Q1 2022$266,000
-7.6%
8,3320.0%0.05%
-15.9%
Q4 2021$288,000
-2.0%
8,3320.0%0.06%
-8.7%
Q3 2021$294,000
-2.6%
8,3320.0%0.07%
-4.2%
Q2 2021$302,000
+1.0%
8,3320.0%0.07%
-8.9%
Q1 2021$299,000
-5.4%
8,3320.0%0.08%
-11.2%
Q4 2020$316,000
+6.4%
8,3320.0%0.09%
-10.1%
Q3 2020$297,0008,3320.10%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2021
NameSharesValueWeighting ↓
Clearview Wealth Advisors LLC 84,670$2,297,1072.84%
AlphaQ Advisors LLC 78,514$2,130,0851.85%
SYKON CAPITAL LLC 146,458$3,973,4061.70%
Checchi Capital Advisers, LLC 455,082$12,346,3721.14%
LODESTAR PRIVATE ASSET MANAGEMENT LLC 246,345$6,683,3401.14%
Coppell Advisory Solutions LLC 115,543$3,202,8441.10%
Strategic Advocates LLC 69,449$1,884,1560.89%
NewSquare Capital LLC 269,472$7,310,7750.77%
LEUTHOLD GROUP, LLC 181,865$4,933,9970.69%
Tempus Wealth Planning, LLC 48,657$1,320,0620.66%
View complete list of SPDR SERIES TRUST shareholders