SPDR SERIES TRUST's ticker is KIE and the CUSIP is 78464A789. A total of 134 filers reported holding SPDR SERIES TRUST in Q4 2022. The put-call ratio across all filers is 0.34 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,425 | +4.0% | 57 | 0.0% | 0.00% | – |
| Q2 2023 | $2,331 | +3.9% | 57 | 0.0% | 0.00% | – |
| Q1 2023 | $2,244 | -3.9% | 57 | 0.0% | 0.00% | – |
| Q4 2022 | $2,334 | +16.7% | 57 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 57 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | 0.0% | 57 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | 0.0% | 57 | 0.0% | 0.00% | – |
| Q4 2021 | $2,000 | 0.0% | 57 | 0.0% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 57 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 57 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | 0.0% | 57 | 0.0% | 0.00% | – |
| Q4 2020 | $2,000 | 0.0% | 57 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 57 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | +100.0% | 57 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | -50.0% | 57 | 0.0% | 0.00% | – |
| Q4 2019 | $2,000 | -77.8% | 57 | -47.7% | 0.00% | -100.0% |
| Q1 2017 | $9,000 | – | 109 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 131,570 | $5,596,987 | 4.41% |
| Lake Hills Wealth Management, LLC | 51,437 | $2,188,130 | 2.21% |
| Navis Wealth Advisors, LLC | 30,562 | $1,300,087 | 1.88% |
| Janney Capital Management LLC | 404,959 | $17,227 | 1.33% |
| Triangle Securities Wealth Management | 85,574 | $3,640,318 | 1.30% |
| Capital Planning Advisors, LLC | 135,834 | $5,778,378 | 1.21% |
| Privium Fund Management (UK) Ltd | 35,100 | $1,493,154 | 1.17% |
| MIRABELLA FINANCIAL SERVICES LLP | 160,029 | $6,807,634 | 0.94% |
| JMAC ENTERPRISES LLC | 87,586 | $3,725,908 | 0.92% |
| Fullerton Fund Management Co Ltd. | 246,452 | $10,484,068 | 0.73% |