SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 73 filers reported holding SPDR SERIES TRUST in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,117,439 | -3.1% | 151,767 | +1.4% | 0.00% | – |
| Q2 2023 | $4,247,606 | +2.8% | 149,669 | +3.3% | 0.00% | – |
| Q1 2023 | $4,133,819 | -47.4% | 144,843 | -48.9% | 0.00% | – |
| Q4 2022 | $7,853,686 | +112.7% | 283,322 | +92.5% | 0.00% | – |
| Q3 2022 | $3,693,000 | -5.1% | 147,185 | +6.2% | 0.00% | – |
| Q2 2022 | $3,890,000 | -8.3% | 138,631 | +4.2% | 0.00% | – |
| Q1 2022 | $4,243,000 | +1.2% | 133,038 | +9.7% | 0.00% | – |
| Q4 2021 | $4,194,000 | +306.0% | 121,236 | +314.5% | 0.00% | – |
| Q3 2021 | $1,033,000 | +5.2% | 29,248 | +8.2% | 0.00% | – |
| Q2 2021 | $982,000 | -45.8% | 27,043 | -46.5% | 0.00% | – |
| Q1 2021 | $1,812,000 | -94.5% | 50,579 | -94.1% | 0.00% | -100.0% |
| Q4 2020 | $32,749,000 | -2.6% | 864,089 | -8.5% | 0.00% | 0.0% |
| Q3 2020 | $33,623,000 | +1018.9% | 944,736 | +957.0% | 0.00% | – |
| Q2 2020 | $3,005,000 | +14.0% | 89,377 | +5.4% | 0.00% | – |
| Q1 2020 | $2,636,000 | -19.2% | 84,805 | -11.2% | 0.00% | – |
| Q4 2019 | $3,262,000 | +5.7% | 95,485 | +3.1% | 0.00% | – |
| Q3 2019 | $3,085,000 | -7.9% | 92,655 | -5.4% | 0.00% | – |
| Q2 2019 | $3,348,000 | +4.2% | 97,913 | +1.0% | 0.00% | – |
| Q1 2019 | $3,213,000 | +0.9% | 96,930 | +0.3% | 0.00% | – |
| Q4 2018 | $3,183,000 | +7.9% | 96,637 | +10.1% | 0.00% | – |
| Q3 2018 | $2,950,000 | -63.4% | 87,786 | -63.2% | 0.00% | -100.0% |
| Q2 2018 | $8,066,000 | -82.7% | 238,491 | -81.6% | 0.00% | -75.0% |
| Q1 2018 | $46,752,000 | +1563.8% | 1,298,276 | +1533.2% | 0.00% | – |
| Q4 2017 | $2,810,000 | +2.2% | 79,493 | 0.0% | 0.00% | – |
| Q3 2017 | $2,750,000 | +3.9% | 79,493 | -0.1% | 0.00% | – |
| Q2 2017 | $2,648,000 | -29.2% | 79,562 | -33.4% | 0.00% | – |
| Q1 2017 | $3,741,000 | -19.2% | 119,438 | -20.3% | 0.00% | – |
| Q4 2016 | $4,628,000 | +4.7% | 149,863 | +13.3% | 0.00% | – |
| Q3 2016 | $4,419,000 | +37.4% | 132,226 | +33.8% | 0.00% | – |
| Q2 2016 | $3,216,000 | +4.1% | 98,847 | +5.2% | 0.00% | – |
| Q1 2016 | $3,090,000 | +0.0% | 93,994 | -6.3% | 0.00% | – |
| Q4 2015 | $3,089,000 | -76.8% | 100,290 | -76.4% | 0.00% | -100.0% |
| Q3 2015 | $13,328,000 | -6.5% | 424,743 | -6.2% | 0.00% | 0.0% |
| Q2 2015 | $14,248,000 | -16.1% | 452,913 | -17.0% | 0.00% | 0.0% |
| Q1 2015 | $16,986,000 | +187.8% | 545,993 | +218.0% | 0.00% | +100.0% |
| Q4 2014 | $5,901,000 | +38.8% | 171,685 | +43.1% | 0.00% | – |
| Q3 2014 | $4,252,000 | +4.1% | 119,950 | +11.0% | 0.00% | – |
| Q2 2014 | $4,086,000 | -34.9% | 108,103 | -35.7% | 0.00% | -100.0% |
| Q1 2014 | $6,279,000 | -54.3% | 168,210 | -56.1% | 0.00% | 0.0% |
| Q4 2013 | $13,753,000 | +133.6% | 383,005 | +135.4% | 0.00% | 0.0% |
| Q3 2013 | $5,887,000 | -42.6% | 162,702 | -45.5% | 0.00% | 0.0% |
| Q2 2013 | $10,261,000 | – | 298,690 | – | 0.00% | – |
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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% |