SPDR SERIES TRUST's ticker is KIE and the CUSIP is 78464A789. A total of 92 filers reported holding SPDR SERIES TRUST in Q1 2021. The put-call ratio across all filers is 11.45 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,807,634 | +2.9% | 160,029 | -4.8% | 0.94% | -5.7% |
| Q1 2023 | $6,616,101 | +1269.4% | 168,092 | +1324.7% | 1.00% | +2230.2% |
| Q4 2022 | $483,128 | -59.6% | 11,798 | -63.9% | 0.04% | -88.4% |
| Q1 2021 | $1,196,000 | +36.7% | 32,640 | +2.0% | 0.37% | +75.8% |
| Q2 2020 | $875,000 | – | 32,000 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 127,820 | $5,234,224 | 4.51% |
| Sterling Manor Financial, LLC | 51,051 | $2,090,547 | 2.32% |
| Camarda Financial Advisors, LLC | 48,596 | $1,990,002 | 2.01% |
| Capital Planning Advisors, LLC | 187,683 | $7,685,619 | 1.83% |
| Navis Wealth Advisors, LLC | 30,231 | $1,237,941 | 1.76% |
| Q3 Asset Management | 60,406 | $2,477 | 1.68% |
| Triangle Securities Wealth Management | 90,024 | $3,686,483 | 1.35% |
| TCP Asset Management, LLC | 39,147 | $1,603,070 | 1.25% |
| Strategic Wealth Partners, Ltd. | 162,886 | $6,670,191 | 1.24% |
| JMAC ENTERPRISES LLC | 85,050 | $3,482,798 | 0.96% |