Caprock Group, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is KIE and the CUSIP is 78464A789. A total of 92 filers reported holding SPDR SERIES TRUST in Q1 2021. The put-call ratio across all filers is 11.45 and the average weighting 0.1%.

Quarter-by-quarter ownership
Caprock Group, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2021$706,000
-1.9%
18,6800.0%0.06%
-4.5%
Q2 2021$720,000
+7.3%
18,680
+2.0%
0.07%
-9.6%
Q1 2021$671,000
+9.1%
18,3060.0%0.07%
+4.3%
Q4 2020$615,000
+34.0%
18,306
+11.9%
0.07%
+11.1%
Q3 2020$459,000
+0.9%
16,365
-1.7%
0.06%
-7.4%
Q2 2020$455,000
+23.3%
16,649
+12.4%
0.07%
-2.9%
Q1 2020$369,00014,8120.07%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2021
NameSharesValueWeighting ↓
FACTORY MUTUAL INSURANCE CO 4,089,000$137,308,0001.86%
Triangle Securities Wealth Management 94,485$3,173,0001.26%
Karp Capital Management Corp 168,814$5,669,0001.17%
Navis Wealth Advisors, LLC 26,076$876,0000.79%
Proquility Private Wealth Partners, LLC 13,534$454,0000.21%
V Wealth Advisors LLC 27,296$917,0000.19%
TOTH FINANCIAL ADVISORY CORP 28,598$960,0000.16%
Birchcreek Wealth Management, LLC 4,524$151,0000.15%
HYA Advisors, Inc 7,066$237,0000.13%
Ellis Investment Partners, LLC 8,829$296,0000.09%
View complete list of SPDR SERIES TRUST shareholders