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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $4,185,000 | – | 122,519 | – | 3.69% | – |
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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% |