SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 71 filers reported holding SPDR SERIES TRUST in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $663,000 | -24.7% | 18,765 | -22.6% | 0.00% | 0.0% |
| Q2 2021 | $880,000 | -3.0% | 24,237 | -4.2% | 0.00% | -50.0% |
| Q1 2021 | $907,000 | -15.2% | 25,312 | -10.2% | 0.00% | 0.0% |
| Q4 2020 | $1,069,000 | +28.0% | 28,199 | +20.3% | 0.00% | 0.0% |
| Q3 2020 | $835,000 | +32.5% | 23,439 | +25.0% | 0.00% | +100.0% |
| Q2 2020 | $630,000 | +7.9% | 18,754 | -0.3% | 0.00% | -50.0% |
| Q1 2020 | $584,000 | +12.3% | 18,802 | +23.5% | 0.00% | +100.0% |
| Q4 2019 | $520,000 | – | 15,226 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clearview Wealth Advisors LLC | 84,670 | $2,297,107 | 2.84% |
| AlphaQ Advisors LLC | 78,514 | $2,130,085 | 1.85% |
| SYKON CAPITAL LLC | 146,458 | $3,973,406 | 1.70% |
| Checchi Capital Advisers, LLC | 455,082 | $12,346,372 | 1.14% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 246,345 | $6,683,340 | 1.14% |
| Coppell Advisory Solutions LLC | 115,543 | $3,202,844 | 1.10% |
| Strategic Advocates LLC | 69,449 | $1,884,156 | 0.89% |
| NewSquare Capital LLC | 269,472 | $7,310,775 | 0.77% |
| LEUTHOLD GROUP, LLC | 181,865 | $4,933,997 | 0.69% |
| Tempus Wealth Planning, LLC | 48,657 | $1,320,062 | 0.66% |