SPDR SERIES TRUST's ticker is KIE and the CUSIP is 78464A789. A total of 80 filers reported holding SPDR SERIES TRUST in Q4 2016. The put-call ratio across all filers is 0.03 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $465,000 | -21.2% | 13,135 | -21.5% | 0.59% | -13.9% |
| Q3 2019 | $590,000 | +2.8% | 16,741 | -0.9% | 0.68% | +6.9% |
| Q2 2019 | $574,000 | +1.4% | 16,896 | -7.7% | 0.64% | +17.6% |
| Q1 2019 | $566,000 | -21.4% | 18,305 | -18.5% | 0.54% | -28.6% |
| Q3 2018 | $720,000 | +13.6% | 22,459 | +5.5% | 0.76% | -8.4% |
| Q2 2018 | $634,000 | -3.1% | 21,289 | +1.0% | 0.83% | +10.8% |
| Q1 2018 | $654,000 | +6.5% | 21,086 | +5.4% | 0.75% | +23.5% |
| Q4 2017 | $614,000 | +0.3% | 20,003 | +194.3% | 0.61% | -7.3% |
| Q3 2017 | $612,000 | +7.6% | 6,796 | +5.2% | 0.66% | +2.2% |
| Q2 2017 | $569,000 | +24.0% | 6,459 | +21.0% | 0.64% | +21.3% |
| Q1 2017 | $459,000 | +75.2% | 5,337 | +68.7% | 0.53% | +53.2% |
| Q4 2016 | $262,000 | +26.6% | 3,163 | +13.1% | 0.35% | +38.4% |
| Q3 2016 | $207,000 | -8.8% | 2,797 | -20.9% | 0.25% | -0.8% |
| Q2 2014 | $227,000 | +4.1% | 3,538 | +1.1% | 0.25% | -6.0% |
| Q1 2014 | $218,000 | – | 3,501 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FACTORY MUTUAL INSURANCE CO | 3,820,725 | $147,250,000 | 1.80% |
| Triangle Securities Wealth Management | 92,440 | $3,563,000 | 1.20% |
| Karp Capital Management Corp | 190,853 | $7,355,000 | 1.09% |
| Navis Wealth Advisors, LLC | 29,334 | $1,131,000 | 0.95% |
| Aveo Capital Partners, LLC | 108,760 | $4,192,000 | 0.93% |
| ASSETMARK, INC | 3,952,260 | $152,320,000 | 0.71% |
| All Season Financial Advisors, Inc. | 15,813 | $609,000 | 0.44% |
| BAROMETER CAPITAL MANAGEMENT INC. | 24,000 | $924,960,000 | 0.18% |
| WealthOne, LLC | 11,630 | $448,000 | 0.18% |
| V Wealth Advisors LLC | 27,126 | $1,044,000 | 0.17% |