SPDR SERIES TRUST's ticker is KIE and the CUSIP is 78464A789. A total of 1 filers reported holding SPDR SERIES TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,206,104 | +84.8% | 28,352 | +71.0% | 0.01% | +83.3% |
Q1 2023 | $652,616 | +4.4% | 16,581 | -21.4% | 0.01% | -80.6% |
Q4 2022 | $624,868 | -0.5% | 21,091 | +21.4% | 0.03% | +342.9% |
Q3 2022 | $628,000 | -4.3% | 17,374 | +0.2% | 0.01% | +16.7% |
Q2 2022 | $656,000 | +6460.0% | 17,332 | +4571.7% | 0.01% | – |
Q2 2020 | $10,000 | -98.5% | 371 | -98.0% | 0.00% | -100.0% |
Q4 2019 | $673,000 | -16.3% | 19,008 | -16.7% | 0.01% | -23.1% |
Q3 2019 | $804,000 | +96.1% | 22,815 | +394.0% | 0.01% | +18.2% |
Q2 2017 | $410,000 | +19.5% | 4,618 | +14.7% | 0.01% | +10.0% |
Q1 2017 | $343,000 | -8.3% | 4,025 | -10.2% | 0.01% | -16.7% |
Q4 2016 | $374,000 | +21.4% | 4,480 | +8.5% | 0.01% | -7.7% |
Q3 2016 | $308,000 | +6.6% | 4,130 | 0.0% | 0.01% | +8.3% |
Q2 2016 | $289,000 | +21.9% | 4,130 | +20.5% | 0.01% | +9.1% |
Q1 2016 | $237,000 | +23600.0% | 3,426 | +15472.7% | 0.01% | – |
Q3 2014 | $1,000 | – | 22 | – | 0.00% | – |
Download |
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% |