SPDR SERIES TRUST's ticker is KIE and the CUSIP is 78464A789. A total of 98 filers reported holding SPDR SERIES TRUST in Q3 2021. The put-call ratio across all filers is 0.04 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,056,114 | +133765.1% | 99,220 | +28.9% | 0.00% | 0.0% |
| Q1 2023 | $3,030 | +66.0% | 76,992 | +72.8% | 0.00% | +100.0% |
| Q4 2022 | $1,825 | -100.0% | 44,563 | -76.7% | 0.00% | -75.0% |
| Q1 2022 | $8,045,000 | +10.6% | 191,403 | +6.3% | 0.00% | 0.0% |
| Q4 2021 | $7,272,000 | +191.9% | 180,132 | +173.2% | 0.00% | +300.0% |
| Q3 2021 | $2,491,000 | +929.3% | 65,924 | +898.8% | 0.00% | – |
| Q1 2021 | $242,000 | -82.2% | 6,600 | -83.7% | 0.00% | -100.0% |
| Q4 2020 | $1,358,000 | +132.5% | 40,442 | +112.6% | 0.00% | 0.0% |
| Q4 2017 | $584,000 | -0.2% | 19,019 | +192.6% | 0.00% | 0.0% |
| Q3 2017 | $585,000 | +192.5% | 6,501 | +140.8% | 0.00% | – |
| Q3 2016 | $200,000 | -82.3% | 2,700 | -83.9% | 0.00% | -100.0% |
| Q3 2015 | $1,129,000 | – | 16,727 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 127,820 | $5,234,224 | 4.51% |
| Sterling Manor Financial, LLC | 51,051 | $2,090,547 | 2.32% |
| Camarda Financial Advisors, LLC | 48,596 | $1,990,002 | 2.01% |
| Capital Planning Advisors, LLC | 187,683 | $7,685,619 | 1.83% |
| Navis Wealth Advisors, LLC | 30,231 | $1,237,941 | 1.76% |
| Q3 Asset Management | 60,406 | $2,477 | 1.68% |
| Triangle Securities Wealth Management | 90,024 | $3,686,483 | 1.35% |
| TCP Asset Management, LLC | 39,147 | $1,603,070 | 1.25% |
| Strategic Wealth Partners, Ltd. | 162,886 | $6,670,191 | 1.24% |
| JMAC ENTERPRISES LLC | 85,050 | $3,482,798 | 0.96% |