SPDR SERIES TRUST's ticker is KBE and the CUSIP is 78464A797. A total of 288 filers reported holding SPDR SERIES TRUST in Q4 2021. The put-call ratio across all filers is 3.37 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,763 | +2.3% | 75 | 0.0% | 0.00% | – |
| Q2 2023 | $2,700 | +45.7% | 75 | +50.0% | 0.00% | – |
| Q1 2023 | $1,853 | -81.3% | 50 | -77.3% | 0.00% | -100.0% |
| Q4 2022 | $9,933 | +24.2% | 220 | +10.0% | 0.00% | 0.0% |
| Q3 2022 | $8,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $8,000 | -20.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $10,000 | – | 200 | – | 0.00% | – |
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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% |