CAPTRUST FINANCIAL ADVISORS - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is KIE and the CUSIP is 78464A789. A total of 82 filers reported holding SPDR SERIES TRUST in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q2 2022$25,000
-10.7%
6590.0%0.00%
Q1 2022$28,000
+3.7%
6590.0%0.00%
Q4 2021$27,000
+8.0%
6590.0%0.00%
Q3 2021$25,0000.0%6590.0%0.00%
Q2 2021$25,000
+4.2%
6590.0%0.00%
Q1 2021$24,000
+200.0%
659
+184.1%
0.00%
Q4 2020$8,000
+60.0%
232
+45.9%
0.00%
Q3 2020$5,000
+25.0%
1590.0%0.00%
Q2 2020$4,000
-33.3%
1590.0%0.00%
Q3 2019$6,000
+20.0%
1590.0%0.00%
Q2 2019$5,0000.0%1590.0%0.00%
Q1 2019$5,000
-28.6%
159
-38.6%
0.00%
Q4 2018$7,000
+40.0%
259
+62.9%
0.00%
Q3 2018$5,0000.0%1590.0%0.00%
Q2 2018$5,0001590.00%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2020
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 392,953$12,064,0006.35%
XR Securities LLC 60,610$1,861,0003.17%
Triangle Securities Wealth Management 107,635$3,304,0001.89%
TOTH FINANCIAL ADVISORY CORP 176,542$5,420,0001.28%
HOWE & RUSLING INC 170,530$5,235,0000.95%
ASSETMARK, INC 2,156,203$66,195,0000.68%
TRUE Private Wealth Advisors 128,156$3,934,0000.68%
Bristol County Savings Bank 23,700$728,0000.68%
EDMOND DE ROTHSCHILD HOLDING S.A. 769,777$23,632,0000.68%
APPLETON GROUP, LLC 20,003$614,0000.61%
View complete list of SPDR SERIES TRUST shareholders