J.P. Morgan Private Wealth Advisors LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is KIE and the CUSIP is 78464A789. A total of 130 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is 3.45 and the average weighting 0.2%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q2 2023$208,695
-87.9%
5,105
-88.4%
0.00%
-75.0%
Q1 2023$1,726,448
-11.5%
43,863
-8.0%
0.00%0.0%
Q4 2022$1,951,759
+19.3%
47,662
+5.4%
0.00%0.0%
Q3 2022$1,636,000
-1.7%
45,221
+2.8%
0.00%0.0%
Q2 2022$1,665,000
+267.5%
43,994
+571.3%
0.00%0.0%
Q1 2016$453,000
+83.4%
6,554
+84.8%
0.00%
+33.3%
Q4 2015$247,0003,5470.00%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 127,820$5,234,2244.51%
Sterling Manor Financial, LLC 51,051$2,090,5472.32%
Camarda Financial Advisors, LLC 48,596$1,990,0022.01%
Capital Planning Advisors, LLC 187,683$7,685,6191.83%
Navis Wealth Advisors, LLC 30,231$1,237,9411.76%
Q3 Asset Management 60,406$2,4771.68%
Triangle Securities Wealth Management 90,024$3,686,4831.35%
TCP Asset Management, LLC 39,147$1,603,0701.25%
Strategic Wealth Partners, Ltd. 162,886$6,670,1911.24%
JMAC ENTERPRISES LLC 85,050$3,482,7980.96%
View complete list of SPDR SERIES TRUST shareholders