MORGAN STANLEY - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 66 filers reported holding SPDR SERIES TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$8,172,189
+89.4%
301,223
+98.1%
0.00%
Q2 2023$4,315,179
+114.4%
152,050
+115.6%
0.00%
Q1 2023$2,012,327
+34.1%
70,509
+30.3%
0.00%
Q4 2022$1,500,567
-9.0%
54,133
-17.7%
0.00%
Q3 2022$1,649,000
+56.7%
65,737
+75.3%
0.00%
Q2 2022$1,052,000
-20.8%
37,493
-10.0%
0.00%
Q1 2022$1,329,000
-32.0%
41,679
-26.2%
0.00%
Q4 2021$1,953,000
+27.6%
56,452
+30.3%
0.00%
Q3 2021$1,530,000
-46.5%
43,339
-45.0%
0.00%
Q2 2021$2,862,000
+53.0%
78,847
+51.1%
0.00%
Q1 2021$1,870,000
-36.5%
52,178
-32.8%
0.00%
Q4 2020$2,945,000
+12.3%
77,699
+5.4%
0.00%
-100.0%
Q3 2020$2,623,000
+16.1%
73,698
+9.6%
0.00%0.0%
Q2 2020$2,260,000
+24.5%
67,220
+15.1%
0.00%
Q1 2020$1,815,000
-63.6%
58,407
-60.0%
0.00%
-100.0%
Q4 2019$4,992,000
+2.5%
146,124
-0.1%
0.00%0.0%
Q3 2019$4,869,000
-3.0%
146,221
-0.4%
0.00%0.0%
Q2 2019$5,021,000
-4.1%
146,843
-7.1%
0.00%0.0%
Q1 2019$5,238,000
+8.9%
158,012
+8.2%
0.00%0.0%
Q4 2018$4,810,000
+37.4%
146,026
+40.1%
0.00%0.0%
Q3 2018$3,501,000
-17.3%
104,226
-16.7%
0.00%0.0%
Q2 2018$4,231,000
-77.8%
125,081
-76.4%
0.00%
-80.0%
Q1 2018$19,062,000
+286.2%
529,371
+279.0%
0.01%
+400.0%
Q4 2017$4,936,000
+60.1%
139,680
+56.5%
0.00%0.0%
Q3 2017$3,083,000
+54.8%
89,233
+49.0%
0.00%0.0%
Q2 2017$1,992,000
-2.8%
59,892
-8.6%
0.00%
Q1 2017$2,050,000
+2.2%
65,500
+0.8%
0.00%
Q4 2016$2,006,000
-22.7%
64,952
-16.4%
0.00%
-100.0%
Q3 2016$2,594,000
-11.4%
77,655
-13.7%
0.00%0.0%
Q2 2016$2,927,000
+122.9%
89,958
+125.0%
0.00%0.0%
Q1 2016$1,313,000
-66.2%
39,976
-68.3%
0.00%0.0%
Q4 2015$3,888,000
-13.9%
126,240
-12.4%
0.00%
-50.0%
Q3 2015$4,515,000
-9.4%
144,164
-9.3%
0.00%0.0%
Q2 2015$4,984,000
-16.7%
158,865
-17.4%
0.00%0.0%
Q1 2015$5,981,000
-19.8%
192,293
-11.3%
0.00%
-33.3%
Q4 2014$7,453,000
-79.1%
216,878
-78.5%
0.00%
-78.6%
Q3 2014$35,702,000
+0.7%
1,008,224
+7.6%
0.01%0.0%
Q2 2014$35,454,000
+1.8%
936,702
+0.4%
0.01%
-6.7%
Q1 2014$34,817,000
+49.6%
933,186
+47.0%
0.02%
+50.0%
Q4 2013$23,269,000
+11.4%
634,875
+9.8%
0.01%0.0%
Q3 2013$20,883,000
-28.3%
578,464
-31.8%
0.01%
-33.3%
Q2 2013$29,106,000848,5880.02%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2022
NameSharesValueWeighting ↓
Tempus Wealth Planning, LLC 170,165$6,056,0008.76%
Relaxing Retirement Coach 205,136$7,314,0003.19%
NewSquare Capital LLC 260,346$9,266,0001.49%
Omega Financial Group, LLC 62,973$2,241,0001.36%
Checchi Capital Advisers, LLC 307,574$10,947,0001.21%
BTS Asset Management, Inc. 2,505$89,0001.04%
LEUTHOLD GROUP, LLC 137,453$4,892,0000.67%
Transamerica Financial Advisors, Inc. 935$34,0000.62%
N.E.W. Advisory Services LLC 59,120$2,103,0000.59%
Opes Wealth Management LLC 19,390$690,0000.33%
View complete list of SPDR SERIES TRUST shareholders