JFS WEALTH ADVISORS, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is KRE and the CUSIP is 78464A698. A total of 442 filers reported holding SPDR SERIES TRUST in Q3 2018. The put-call ratio across all filers is 0.51 and the average weighting 0.5%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$32,372
+15.1%
775
+12.5%
0.00%0.0%
Q2 2023$28,132
-6.9%
6890.0%0.00%0.0%
Q1 2023$30,220
-25.3%
6890.0%0.00%
-25.0%
Q4 2022$40,472
-19.1%
689
-19.4%
0.00%
-20.0%
Q3 2022$50,0000.0%8550.0%0.01%0.0%
Q2 2022$50,000
-15.3%
8550.0%0.01%
-16.7%
Q1 2022$59,000
-3.3%
8550.0%0.01%0.0%
Q4 2021$61,000
+5.2%
8550.0%0.01%0.0%
Q3 2021$58,000
+427.3%
855
+415.1%
0.01%
+200.0%
Q2 2021$11,0000.0%1660.0%0.00%0.0%
Q1 2021$11,000
+22.2%
1660.0%0.00%0.0%
Q4 2020$9,000
+50.0%
1660.0%0.00%
+100.0%
Q3 2020$6,0000.0%1660.0%0.00%
-50.0%
Q2 2020$6,000
+20.0%
1660.0%0.00%
+100.0%
Q1 2020$5,000
-50.0%
1660.0%0.00%
-50.0%
Q4 2019$10,000
+66.7%
166
+40.7%
0.00%0.0%
Q4 2018$6,000
-40.0%
118
-29.3%
0.00%
-33.3%
Q3 2018$10,0000.0%1670.0%0.00%0.0%
Q2 2018$10,0001670.00%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2018
NameSharesValueWeighting ↓
M&R CAPITAL MANAGEMENT INC 6,642$348,2400.09%
TRUST CO OF TOLEDO NA /OH/ 4,106$215,2780.04%
Versant Capital Management, Inc 1,000$52,4300.02%
TOMPKINS FINANCIAL CORP 1,800$94,3740.01%
OPTIMUM INVESTMENT ADVISORS 290$15,2050.01%
Compass Wealth Management LLC 133$6,9740.00%
Bartlett & Co. LLC 873$460.00%
ST GERMAIN D J CO INC 452$23,6980.00%
BALDWIN BROTHERS LLC/MA 76$3,9850.00%
View complete list of SPDR SERIES TRUST shareholders