SPDR SERIES TRUST's ticker is KBE and the CUSIP is 78464A797. A total of 220 filers reported holding SPDR SERIES TRUST in Q1 2019. The put-call ratio across all filers is 3.91 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $423,000 | -7.2% | 10,629 | -2.6% | 0.06% | -7.4% |
| Q3 2018 | $456,000 | -8.4% | 10,912 | +3.3% | 0.07% | -11.7% |
| Q2 2018 | $498,000 | -1.6% | 10,565 | 0.0% | 0.08% | -11.5% |
| Q1 2018 | $506,000 | +1.2% | 10,565 | 0.0% | 0.09% | +6.1% |
| Q4 2017 | $500,000 | +5.0% | 10,565 | 0.0% | 0.08% | +1.2% |
| Q3 2017 | $476,000 | -45.3% | 10,565 | -47.2% | 0.08% | -64.3% |
| Q2 2017 | $870,000 | +3525.0% | 20,000 | +3439.8% | 0.23% | +3142.9% |
| Q1 2017 | $24,000 | -4.0% | 565 | 0.0% | 0.01% | -22.2% |
| Q4 2016 | $25,000 | +31.6% | 565 | 0.0% | 0.01% | +12.5% |
| Q3 2016 | $19,000 | – | 565 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JCSD Capital, LLC | 108,000 | $4,511,160 | 9.17% |
| Evolution Wealth Advisors, LLC | 187,228 | $6,899,352 | 1.54% |
| Wharton Business Group, LLC | 439,481 | $16,195 | 0.90% |
| Clarity Financial LLC | 145,074 | $5,345,959 | 0.90% |
| Itau Unibanco Holding S.A. | 405,154 | $14,929,925 | 0.66% |
| Wakefield Asset Management LLLP | 35,296 | $1,300,658 | 0.59% |
| ProVise Management Group, LLC | 168,573 | $6,211,915 | 0.58% |
| Aspen Grove Capital, LLC | 37,590 | $1,385,179 | 0.51% |
| Coury Firm Asset Management LLC | 8,288 | $305,413 | 0.49% |
| Horizon Family Wealth, Inc. | 13,176 | $485,537 | 0.47% |