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 | $12,388 | -5.0% | 460 | 0.0% | 0.00% | – |
| Q2 2023 | $13,036 | -0.7% | 460 | 0.0% | 0.00% | – |
| Q1 2023 | $13,124 | +3.1% | 460 | 0.0% | 0.00% | – |
| Q4 2022 | $12,728 | +6.1% | 460 | 0.0% | 0.00% | – |
| Q3 2022 | $12,000 | -7.7% | 460 | 0.0% | 0.00% | – |
| Q2 2022 | $13,000 | -99.4% | 460 | -99.3% | 0.00% | -100.0% |
| Q1 2022 | $2,295,000 | -34.7% | 69,393 | -31.8% | 0.01% | -41.7% |
| Q4 2021 | $3,517,000 | – | 101,796 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ACIMA PRIVATE WEALTH, LLC | 194,762 | $6,456,000 | 5.52% |
| Relaxing Retirement Coach | 433,547 | $14,370,000 | 4.48% |
| Omega Financial Group, LLC | 93,113 | $3,087,000 | 2.28% |
| Checchi Capital Advisers, LLC | 241,085 | $7,992,000 | 0.93% |
| KWMG, LLC | 108,068 | $3,582,000 | 0.89% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 378,320 | $12,560,000 | 0.71% |
| Windsor Capital Management, LLC | 43,110 | $1,429,000 | 0.68% |
| 55I, LLC | 15,120 | $501,000 | 0.40% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 104,241 | $3,456,000 | 0.38% |
| Opes Wealth Management LLC | 9,917 | $329,000 | 0.24% |