SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 86 filers reported holding SPDR SERIES TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $679,858 | +61.4% | 23,676 | +63.7% | 0.12% | +51.9% |
| Q1 2024 | $421,107 | -13.8% | 14,466 | -11.3% | 0.08% | -21.4% |
| Q4 2023 | $488,307 | +8.9% | 16,315 | -1.3% | 0.10% | +1.0% |
| Q3 2023 | $448,269 | -3.6% | 16,523 | +0.9% | 0.10% | -1.9% |
| Q2 2023 | $464,864 | -2.1% | 16,380 | -1.5% | 0.10% | -6.3% |
| Q1 2023 | $474,677 | +12.6% | 16,632 | +8.2% | 0.11% | -24.5% |
| Q4 2022 | $421,391 | +16.1% | 15,368 | +6.1% | 0.15% | +2.8% |
| Q3 2022 | $363,000 | -18.8% | 14,480 | -6.7% | 0.14% | -5.9% |
| Q2 2022 | $447,000 | -35.1% | 15,527 | -28.1% | 0.15% | -26.2% |
| Q1 2022 | $689,000 | -28.1% | 21,606 | -22.0% | 0.21% | -27.2% |
| Q4 2021 | $958,000 | -3.7% | 27,700 | -2.0% | 0.28% | -4.7% |
| Q3 2021 | $995,000 | -17.0% | 28,259 | -13.3% | 0.30% | -21.0% |
| Q2 2021 | $1,199,000 | -9.4% | 32,597 | -9.7% | 0.38% | -10.3% |
| Q1 2021 | $1,324,000 | +3.8% | 36,105 | +7.3% | 0.42% | -13.3% |
| Q4 2020 | $1,276,000 | – | 33,659 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Checchi Capital Advisers, LLC | 171,298 | $6,066,000 | 2.49% |
| NewSquare Capital LLC | 142,310 | $5,039,000 | 1.79% |
| LifePlan Financial Group, Inc | 51,829 | $1,835,000 | 1.55% |
| Hudock, Inc. | 68,173 | $2,414,000 | 1.49% |
| Lourd Capital, LLC | 397,667 | $14,081,000 | 1.43% |
| Windsor Capital Management, LLC | 42,574 | $1,508,000 | 0.86% |
| Partnervest Advisory Services LLC | 35,985 | $1,276,000 | 0.66% |
| Bluefin Trading, LLC | 142,071 | $5,036,000 | 0.28% |
| Rehmann Capital Advisory Group | 27,898 | $988,000 | 0.23% |
| New England Private Wealth Advisors LLC | 14,227 | $504,000 | 0.20% |