1834 INVESTMENT ADVISORS CO - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is KIE and the CUSIP is 78464A789. A total of 92 filers reported holding SPDR SERIES TRUST in Q1 2021. The put-call ratio across all filers is 11.45 and the average weighting 0.1%.

Quarter-by-quarter ownership
1834 INVESTMENT ADVISORS CO ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2020$6,000
+20.0%
1760.0%0.00%0.0%
Q3 2020$5,0000.0%1760.0%0.00%0.0%
Q2 2020$5,000
+25.0%
1760.0%0.00%0.0%
Q1 2020$4,000
-33.3%
1760.0%0.00%0.0%
Q4 2019$6,000
-73.9%
176
-73.6%
0.00%
-66.7%
Q3 2019$23,0000.0%6660.0%0.00%0.0%
Q2 2019$23,000
+43.8%
666
+26.1%
0.00%
+50.0%
Q1 2019$16,000
-20.0%
528
-25.0%
0.00%
-33.3%
Q4 2018$20,0007040.00%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2021
NameSharesValueWeighting ↓
FACTORY MUTUAL INSURANCE CO 3,820,725$147,250,0001.80%
Triangle Securities Wealth Management 92,440$3,563,0001.20%
Karp Capital Management Corp 190,853$7,355,0001.09%
Navis Wealth Advisors, LLC 29,334$1,131,0000.95%
Aveo Capital Partners, LLC 108,760$4,192,0000.93%
ASSETMARK, INC 3,952,260$152,320,0000.71%
All Season Financial Advisors, Inc. 15,813$609,0000.44%
BAROMETER CAPITAL MANAGEMENT INC. 24,000$924,960,0000.18%
WealthOne, LLC 11,630$448,0000.18%
V Wealth Advisors LLC 27,126$1,044,0000.17%
View complete list of SPDR SERIES TRUST shareholders