SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 60 filers reported holding SPDR SERIES TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,967 | -99.2% | 763 | -99.2% | 0.00% | -100.0% |
| Q2 2023 | $2,585,553 | +4969.2% | 90,753 | +4832.2% | 0.00% | – |
| Q4 2022 | $51,005 | +155.0% | 1,840 | +144.4% | 0.00% | – |
| Q3 2022 | $20,000 | -4.8% | 753 | 0.0% | 0.00% | – |
| Q2 2022 | $21,000 | -30.0% | 753 | -18.8% | 0.00% | – |
| Q1 2022 | $30,000 | +15.4% | 927 | +23.1% | 0.00% | – |
| Q4 2021 | $26,000 | -62.3% | 753 | -60.5% | 0.00% | – |
| Q3 2021 | $69,000 | +146.4% | 1,907 | +153.3% | 0.00% | – |
| Q2 2021 | $28,000 | -54.1% | 753 | -61.2% | 0.00% | – |
| Q2 2015 | $61,000 | -51.6% | 1,943 | -44.5% | 0.00% | – |
| Q3 2013 | $126,000 | – | 3,500 | – | 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% |