SPDR SERIES TRUST's ticker is KCE and the CUSIP is 78464A771. A total of 61 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8 | -100.0% | 500 | -86.8% | 0.00% | -94.4% |
| Q3 2022 | $270,000 | +8900.0% | 3,777 | +2541.3% | 0.02% | – |
| Q1 2022 | $3,000 | -72.7% | 143 | -76.2% | 0.00% | – |
| Q1 2021 | $11,000 | -75.0% | 600 | -25.0% | 0.00% | -100.0% |
| Q2 2020 | $44,000 | – | 800 | -20.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 1,000 | +1036.4% | 0.00% | – |
| Q3 2016 | $3,000 | -50.0% | 88 | -53.2% | 0.00% | – |
| Q2 2016 | $6,000 | -14.3% | 188 | 0.0% | 0.00% | – |
| Q1 2016 | $7,000 | – | 188 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cavalier Investments, LLC | 58,428 | $5,069,044 | 1.98% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 36,854 | $3,197,346 | 1.53% |
| Beaumont Capital Management, LLC | 10,556 | $915,808 | 0.66% |
| Accel Wealth Management | 10,585 | $918,285 | 0.51% |
| Aveo Capital Partners, LLC | 39,963 | $3,467,074 | 0.46% |
| ASSETMARK, INC | 1,169,608 | $101,471,798 | 0.41% |
| HF Advisory Group, LLC | 4,958 | $430,143 | 0.32% |
| VICUS CAPITAL | 29,889 | $2,593,087 | 0.27% |
| BAROMETER CAPITAL MANAGEMENT INC. | 9,307 | $807,448 | 0.25% |
| Royal Fund Management, LLC | 16,226 | $1,407,722 | 0.19% |