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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $275,423 | -4.7% | 10,152 | -0.3% | 0.01% | -14.3% |
| Q2 2023 | $289,107 | -2.7% | 10,187 | -2.1% | 0.01% | 0.0% |
| Q1 2023 | $297,044 | +5.8% | 10,408 | +2.8% | 0.01% | 0.0% |
| Q4 2022 | $280,720 | +6.3% | 10,127 | -3.7% | 0.01% | 0.0% |
| Q3 2022 | $264,000 | -11.4% | 10,511 | -1.0% | 0.01% | -12.5% |
| Q2 2022 | $298,000 | -15.3% | 10,613 | -4.0% | 0.01% | 0.0% |
| Q1 2022 | $352,000 | -36.5% | 11,059 | -31.0% | 0.01% | -27.3% |
| Q4 2021 | $554,000 | – | 16,025 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ACIMA PRIVATE WEALTH, LLC | 178,061 | $5,865,000 | 5.74% |
| Relaxing Retirement Coach | 436,327 | $14,372,000 | 4.87% |
| Omega Financial Group, LLC | 91,889 | $3,027,000 | 2.67% |
| Windsor Capital Management, LLC | 72,453 | $2,386,000 | 1.23% |
| Checchi Capital Advisers, LLC | 226,637 | $7,465,000 | 0.96% |
| KWMG, LLC | 102,749 | $3,385,000 | 0.93% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 425,471 | $13,892,000 | 0.88% |
| 55I, LLC | 13,780 | $454,000 | 0.46% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 131,099 | $4,318,000 | 0.43% |
| LifePlan Financial Group, Inc | 13,608 | $448,000 | 0.28% |