Tempus Wealth Planning, LLC - SPDR SERIES TRUST ownership

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
Tempus Wealth Planning, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$1,320,062
-51.1%
48,657
-48.9%
0.66%
-45.7%
Q2 2023$2,701,049
+95.7%
95,174
+96.8%
1.22%
+80.6%
Q1 2023$1,380,503
+5.8%
48,371
+2.8%
0.68%
-14.8%
Q4 2022$1,304,209
-19.7%
47,049
-27.3%
0.79%
-26.9%
Q3 2022$1,624,000
-3.8%
64,745
+7.6%
1.08%
-22.0%
Q2 2022$1,689,000
-15.7%
60,179
-4.2%
1.39%
-2.5%
Q1 2022$2,004,000
-9.8%
62,834
-2.2%
1.42%
+18.8%
Q4 2021$2,222,000
-2.1%
64,248
-0.1%
1.20%
-6.7%
Q3 2021$2,270,000
-18.1%
64,298
-15.8%
1.28%
-30.2%
Q2 2021$2,773,000
+11.2%
76,378
+9.8%
1.84%
-30.3%
Q1 2021$2,493,000
-60.8%
69,589
-58.5%
2.64%
-67.8%
Q4 2020$6,360,000
+5.0%
167,806
-1.4%
8.20%
-6.3%
Q3 2020$6,056,000
+6.5%
170,165
+0.6%
8.76%
+3.3%
Q2 2020$5,685,000
+10.1%
169,103
+1.8%
8.48%
+0.2%
Q1 2020$5,162,000
+23.3%
166,095
+35.6%
8.46%
+129.2%
Q4 2019$4,185,000122,5193.69%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2023
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