Creative Planning - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is KBE and the CUSIP is 78464A797. A total of 212 filers reported holding SPDR SERIES TRUST in Q4 2020. The put-call ratio across all filers is 2.87 and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$844,753
+162.8%
22,924
+156.7%
0.00%
Q2 2023$321,483
-16.9%
8,930
-14.4%
0.00%
-100.0%
Q1 2023$386,755
-21.9%
10,433
-4.9%
0.00%0.0%
Q4 2022$495,164
-16.2%
10,967
-17.8%
0.00%0.0%
Q3 2022$591,000
-2.0%
13,335
-3.0%
0.00%0.0%
Q2 2022$603,000
-26.4%
13,745
-12.1%
0.00%0.0%
Q1 2022$819,000
+53.1%
15,644
+59.5%
0.00%0.0%
Q4 2021$535,000
-21.1%
9,810
-23.5%
0.00%0.0%
Q3 2021$678,000
+31.9%
12,822
+28.1%
0.00%0.0%
Q2 2021$514,000
-12.7%
10,011
-11.8%
0.00%0.0%
Q1 2021$589,000
+42.6%
11,344
+10.9%
0.00%0.0%
Q4 2020$413,000
+51.3%
10,226
+10.3%
0.00%0.0%
Q3 2020$273,000
-36.8%
9,269
+1.5%
0.00%0.0%
Q4 2019$432,000
-16.4%
9,134
-23.8%
0.00%
-50.0%
Q3 2019$517,000
+4.9%
11,984
+5.5%
0.00%0.0%
Q2 2019$493,000
+6.2%
11,359
+2.4%
0.00%0.0%
Q1 2019$464,000
+44.5%
11,098
+29.1%
0.00%
+100.0%
Q4 2018$321,000
-27.7%
8,596
-9.9%
0.00%
-50.0%
Q3 2018$444,000
+22.3%
9,539
+23.8%
0.00%
+100.0%
Q2 2018$363,000
-0.8%
7,705
+0.7%
0.00%0.0%
Q1 2018$366,000
+4.3%
7,649
+3.2%
0.00%
-50.0%
Q4 2017$351,000
-92.6%
7,414
-93.0%
0.00%
-90.9%
Q3 2017$4,775,000
+364.0%
105,898
+347.8%
0.02%
+340.0%
Q2 2017$1,029,000
+323.5%
23,649
+318.8%
0.01%
+400.0%
Q1 2017$243,000
+20.3%
5,647
+21.5%
0.00%0.0%
Q4 2016$202,000
+90.6%
4,646
+46.1%
0.00%0.0%
Q3 2016$106,000
+9.3%
3,179
+0.0%
0.00%0.0%
Q2 2016$97,000
-8.5%
3,178
-8.6%
0.00%0.0%
Q1 2016$106,000
-5.4%
3,477
+4.8%
0.00%0.0%
Q4 2015$112,000
-51.5%
3,318
-52.2%
0.00%
-50.0%
Q3 2015$231,000
-78.3%
6,947
-76.4%
0.00%
-80.0%
Q2 2015$1,066,000
+31.0%
29,407
+21.0%
0.01%
+25.0%
Q1 2015$814,000
+365.1%
24,300
+366.8%
0.01%
+300.0%
Q4 2014$175,000
+53.5%
5,206
+45.6%
0.00%
+100.0%
Q3 2014$114,000
+500.0%
3,576
+542.0%
0.00%
Q2 2014$19,000
+171.4%
557
+156.7%
0.00%
Q1 2014$7,000
-79.4%
217
-78.7%
0.00%
-100.0%
Q4 2013$34,000
-26.1%
1,017
-33.0%
0.00%0.0%
Q3 2013$46,000
+58.6%
1,517
+49.2%
0.00%0.0%
Q2 2013$29,0001,0170.00%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2020
NameSharesValueWeighting ↓
Raffles Associates 100,000$4,182,0004.86%
Arlington Capital Management, Inc. 59,231$2,477,0003.38%
Migdal Insurance & Financial Holdings Ltd. 4,235,863$177,144,0002.09%
Clal Insurance Enterprises Holdings Ltd 3,536,600$138,187,0001.88%
Vectors Research Management, LLC 110,953$4,640,0001.43%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 795,560$33,270,0001.32%
HNP Capital LLC 95,021$3,974,0001.30%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 332,827$13,919,0001.28%
PARTNERS CAPITAL INVESTMENT GROUP, LLP 513,626$21,480,0001.23%
Pinnacle Advisory Group, Inc. 353,556$14,786,0000.89%
View complete list of SPDR SERIES TRUST shareholders