Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is KIE and the CUSIP is 78464A789. A total of 80 filers reported holding SPDR SERIES TRUST in Q4 2016. The put-call ratio across all filers is 0.03 and the average weighting 0.3%.

Quarter-by-quarter ownership
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q1 2019$261,000
+0.8%
8,439
-7.5%
0.08%
-8.4%
Q4 2018$259,000
-26.6%
9,123
-17.0%
0.08%
-17.0%
Q3 2018$353,000
+7.6%
10,9980.0%0.10%
+2.0%
Q2 2018$328,000
-5.2%
10,998
-1.3%
0.10%
-7.5%
Q1 2018$346,000
+2.4%
11,148
+1.4%
0.11%
-0.9%
Q4 2017$338,000
-32.5%
10,998
+97.6%
0.11%
-34.8%
Q3 2017$501,000
+2.2%
5,5660.0%0.16%
-3.0%
Q2 2017$490,000
+2.5%
5,5660.0%0.17%
+0.6%
Q1 2017$478,000
+3.5%
5,5660.0%0.17%
-1.8%
Q4 2016$462,000
+12.1%
5,5660.0%0.17%
+5.6%
Q3 2016$412,000
-16.8%
5,566
-20.1%
0.16%
-20.2%
Q2 2016$495,000
+2.7%
6,9660.0%0.20%
-4.7%
Q1 2016$482,000
+10.8%
6,966
+11.2%
0.21%
+8.7%
Q4 2015$435,000
+15.7%
6,266
+12.6%
0.20%
+24.8%
Q3 2015$376,000
-0.8%
5,5660.0%0.16%
+2.6%
Q2 2015$379,0000.0%5,566
-1.5%
0.15%
-1.3%
Q1 2015$379,000
+0.5%
5,6510.0%0.16%
-3.7%
Q4 2014$377,000
+5.9%
5,6510.0%0.16%
-0.6%
Q3 2014$356,000
-3.3%
5,651
-1.6%
0.16%
-18.6%
Q2 2014$368,000
+3.1%
5,7410.0%0.20%
-3.4%
Q1 2014$357,000
-1.4%
5,7410.0%0.21%
-7.6%
Q4 2013$362,0005,7410.22%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2016
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 127,820$5,234,2244.51%
Sterling Manor Financial, LLC 51,051$2,090,5472.32%
Camarda Financial Advisors, LLC 48,596$1,990,0022.01%
Capital Planning Advisors, LLC 187,683$7,685,6191.83%
Navis Wealth Advisors, LLC 30,231$1,237,9411.76%
Q3 Asset Management 60,406$2,4771.68%
Triangle Securities Wealth Management 90,024$3,686,4831.35%
TCP Asset Management, LLC 39,147$1,603,0701.25%
Strategic Wealth Partners, Ltd. 162,886$6,670,1911.24%
JMAC ENTERPRISES LLC 85,050$3,482,7980.96%
View complete list of SPDR SERIES TRUST shareholders