SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 70 filers reported holding SPDR SERIES TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $196,612 | -8.0% | 6,847 | -6.7% | 0.08% | -4.7% |
| Q1 2024 | $213,638 | -2.7% | 7,339 | 0.0% | 0.09% | -6.5% |
| Q4 2023 | $219,656 | -12.0% | 7,339 | -20.2% | 0.09% | -21.4% |
| Q3 2023 | $249,515 | -4.4% | 9,197 | 0.0% | 0.12% | -1.7% |
| Q2 2023 | $261,011 | -14.0% | 9,197 | -13.5% | 0.12% | -19.0% |
| Q1 2023 | $303,466 | +3.0% | 10,633 | 0.0% | 0.15% | -1.3% |
| Q4 2022 | $294,747 | – | 10,633 | – | 0.15% | – |
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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% |