LMCG INVESTMENTS, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is KBE and the CUSIP is 78464A797. A total of 203 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is 1.45 and the average weighting 0.1%.

Quarter-by-quarter ownership
LMCG INVESTMENTS, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2015$673,000
-8.4%
20,248
-0.1%
0.01%
-12.5%
Q2 2015$735,000
+7.6%
20,278
-0.5%
0.02%
+14.3%
Q1 2015$683,000
+4.9%
20,375
+5.1%
0.01%0.0%
Q4 2014$651,000
+6.9%
19,394
+1.7%
0.01%0.0%
Q3 2014$609,000
-0.3%
19,074
+4.3%
0.01%
+7.7%
Q2 2014$611,000
+1.7%
18,290
+3.7%
0.01%0.0%
Q1 2014$601,000
-0.2%
17,640
-2.9%
0.01%0.0%
Q4 2013$602,000
+43.0%
18,158
+29.4%
0.01%
+30.0%
Q3 2013$421,000
+12.0%
14,032
+7.1%
0.01%0.0%
Q2 2013$376,00013,1060.01%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Key Client Fiduciary Advisors, LLC 108,127$5,899,0004.87%
BANK HAPOALIM BM 288,019$25,769,0002.59%
Arlington Capital Management, Inc. 23,099$1,260,0002.27%
Nauset Wealth Management. LLC 42,419$2,314,0002.21%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 55,597$3,034,0002.19%
FWL INVESTMENT MANAGEMENT, LLC 61,111$3,334,0002.04%
Vectors Research Management, LLC 160,056$8,733,0001.84%
HNP Capital LLC 144,265$7,871,0001.78%
Crescent Capital Consulting, LLC 185,710$10,128,0001.67%
FIFTH LANE CAPITAL, LP 48,208$2,630,0001.54%
View complete list of SPDR SERIES TRUST shareholders