Realta Investment Advisors - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 60 filers reported holding SPDR SERIES TRUST in Q3 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 Q3 2021
NameSharesValueWeighting ↓
Tempus Wealth Planning, LLC 170,165$6,056,0008.76%
Relaxing Retirement Coach 205,136$7,314,0003.19%
NewSquare Capital LLC 260,346$9,266,0001.49%
Omega Financial Group, LLC 62,973$2,241,0001.36%
Checchi Capital Advisers, LLC 307,574$10,947,0001.21%
BTS Asset Management, Inc. 2,505$89,0001.04%
LEUTHOLD GROUP, LLC 137,453$4,892,0000.67%
Transamerica Financial Advisors, Inc. 935$34,0000.62%
N.E.W. Advisory Services LLC 59,120$2,103,0000.59%
Opes Wealth Management LLC 19,390$690,0000.33%
View complete list of SPDR SERIES TRUST shareholders