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 | ||||
---|---|---|---|---|---|---|
Q2 2022 | $244,000 | -13.8% | 8,726 | -1.9% | 0.01% | 0.0% |
Q1 2022 | $283,000 | -5.0% | 8,894 | +3.2% | 0.01% | -26.7% |
Q4 2021 | $298,000 | +2.6% | 8,620 | +7.7% | 0.02% | 0.0% |
Q2 2021 | $290,509 | +17.8% | 8,003 | +16.3% | 0.02% | +7.1% |
Q1 2021 | $246,510 | +4.1% | 6,880 | +10.1% | 0.01% | -12.5% |
Q4 2020 | $236,837 | +8.6% | 6,249 | +2.0% | 0.02% | -5.9% |
Q3 2020 | $218,060 | +5.9% | 6,127 | 0.0% | 0.02% | -5.6% |
Q2 2020 | $205,990 | -4.9% | 6,127 | -3.3% | 0.02% | 0.0% |
Q4 2019 | $216,540 | +4.1% | 6,339 | +1.5% | 0.02% | -10.0% |
Q3 2019 | $207,959 | -2.8% | 6,245 | +312150.0% | 0.02% | +5.3% |
Q2 2019 | $213,937 | -0.2% | 2 | -100.0% | 0.02% | -17.4% |
Q1 2019 | $214,447 | -17.8% | 6,469 | -18.3% | 0.02% | -32.4% |
Q4 2018 | $260,852 | -1.9% | 7,919 | 0.0% | 0.03% | +13.3% |
Q3 2018 | $265,999 | -4.0% | 7,919 | -3.4% | 0.03% | -16.7% |
Q2 2018 | $277,189 | -6.1% | 8,196 | 0.0% | 0.04% | -16.3% |
Q1 2018 | $295,138 | – | 8,196 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Relaxing Retirement Coach | 449,627 | $15,105,000 | 4.53% |
Windsor Capital Management, LLC | 84,818 | $2,849,000 | 1.29% |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 439,097 | $14,414,000 | 0.87% |
KWMG, LLC | 99,793 | $3,352,000 | 0.86% |
Checchi Capital Advisers, LLC | 198,256 | $6,659,000 | 0.77% |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 100,161 | $3,364,000 | 0.31% |
LifePlan Financial Group, Inc | 13,384 | $450,000 | 0.24% |
Trilogy Capital Inc. | 32,881 | $1,104,000 | 0.14% |
LEUTHOLD GROUP, LLC | 35,791 | $1,202,000 | 0.13% |
Cambridge Advisors Inc. | 10,400 | $349,000 | 0.12% |