SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 73 filers reported holding SPDR SERIES TRUST in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $236,462 | 0.0% | 8,332 | 0.0% | 0.05% | +3.8% |
| Q2 2023 | $236,462 | -0.6% | 8,332 | 0.0% | 0.05% | -10.3% |
| Q1 2023 | $237,795 | +3.0% | 8,332 | 0.0% | 0.06% | +3.6% |
| Q4 2022 | $230,963 | +10.5% | 8,332 | 0.0% | 0.06% | +1.8% |
| Q3 2022 | $209,000 | -11.1% | 8,332 | 0.0% | 0.06% | -5.2% |
| Q2 2022 | $235,000 | -11.7% | 8,332 | 0.0% | 0.06% | +9.4% |
| Q1 2022 | $266,000 | -7.6% | 8,332 | 0.0% | 0.05% | -15.9% |
| Q4 2021 | $288,000 | -2.0% | 8,332 | 0.0% | 0.06% | -8.7% |
| Q3 2021 | $294,000 | -2.6% | 8,332 | 0.0% | 0.07% | -4.2% |
| Q2 2021 | $302,000 | +1.0% | 8,332 | 0.0% | 0.07% | -8.9% |
| Q1 2021 | $299,000 | -5.4% | 8,332 | 0.0% | 0.08% | -11.2% |
| Q4 2020 | $316,000 | +6.4% | 8,332 | 0.0% | 0.09% | -10.1% |
| Q3 2020 | $297,000 | – | 8,332 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ACIMA PRIVATE WEALTH, LLC | 194,762 | $6,456,000 | 5.52% |
| Relaxing Retirement Coach | 433,547 | $14,370,000 | 4.48% |
| Omega Financial Group, LLC | 93,113 | $3,087,000 | 2.28% |
| Checchi Capital Advisers, LLC | 241,085 | $7,992,000 | 0.93% |
| KWMG, LLC | 108,068 | $3,582,000 | 0.89% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 378,320 | $12,560,000 | 0.71% |
| Windsor Capital Management, LLC | 43,110 | $1,429,000 | 0.68% |
| 55I, LLC | 15,120 | $501,000 | 0.40% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 104,241 | $3,456,000 | 0.38% |
| Opes Wealth Management LLC | 9,917 | $329,000 | 0.24% |