SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 62 filers reported holding SPDR SERIES TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| KWMG, LLC | 86,857 | $2,889,000 | 1.02% |
| Windsor Capital Management, LLC | 58,745 | $1,953,000 | 0.98% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 277,388 | $9,202,000 | 0.85% |
| Arcus Capital Partners, LLC | 35,348 | $1,176,000 | 0.74% |
| Checchi Capital Advisers, LLC | 145,051 | $4,825,000 | 0.52% |
| Rehmann Capital Advisory Group | 81,701 | $2,717,000 | 0.52% |
| New Vernon Capital Holdings II LLC | 8,404 | $280,000 | 0.42% |
| LifePlan Financial Group, Inc | 17,068 | $568,000 | 0.39% |
| APPLETON PARTNERS INC/MA | 52,232 | $1,737,000 | 0.29% |
| Bluefin Trading, LLC | 64,563 | $2,147,000 | 0.23% |