SPDR SERIES TRUST's ticker is KCE and the CUSIP is 78464A771. A total of 47 filers reported holding SPDR SERIES TRUST in Q1 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $48,150 | -37.4% | 555 | -47.6% | 0.00% | 0.0% |
| Q2 2023 | $76,942 | +140.8% | 1,060 | +100.0% | 0.00% | +100.0% |
| Q1 2023 | $31,954 | +74211.6% | 530 | -16.8% | 0.00% | 0.0% |
| Q4 2022 | $43 | -99.9% | 637 | -45.4% | 0.00% | -50.0% |
| Q3 2022 | $75,000 | +1.4% | 1,167 | +0.6% | 0.00% | 0.0% |
| Q2 2022 | $74,000 | -30.2% | 1,160 | -31.4% | 0.00% | +100.0% |
| Q1 2022 | $106,000 | – | 1,690 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q2 2020 | $6,000 | -40.0% | 118 | -45.4% | 0.00% | -100.0% |
| Q1 2020 | $10,000 | -54.5% | 216 | -40.8% | 0.00% | -50.0% |
| Q4 2019 | $22,000 | +15.8% | 365 | 0.0% | 0.00% | +100.0% |
| Q3 2019 | $19,000 | +11.8% | 365 | +0.8% | 0.00% | 0.0% |
| Q4 2018 | $17,000 | -15.0% | 362 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $20,000 | -4.8% | 362 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $21,000 | -25.0% | 362 | -25.5% | 0.00% | 0.0% |
| Q1 2018 | $28,000 | 0.0% | 486 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $28,000 | +460.0% | 486 | +358.5% | 0.00% | – |
| Q1 2017 | $5,000 | 0.0% | 106 | 0.0% | 0.00% | – |
| Q4 2016 | $5,000 | +25.0% | 106 | 0.0% | 0.00% | – |
| Q3 2016 | $4,000 | – | 106 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cavalier Investments, LLC | 58,428 | $5,069,044 | 1.98% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 36,854 | $3,197,346 | 1.53% |
| Beaumont Capital Management, LLC | 10,556 | $915,808 | 0.66% |
| Accel Wealth Management | 10,585 | $918,285 | 0.51% |
| Aveo Capital Partners, LLC | 39,963 | $3,467,074 | 0.46% |
| ASSETMARK, INC | 1,169,608 | $101,471,798 | 0.41% |
| HF Advisory Group, LLC | 4,958 | $430,143 | 0.32% |
| VICUS CAPITAL | 29,889 | $2,593,087 | 0.27% |
| BAROMETER CAPITAL MANAGEMENT INC. | 9,307 | $807,448 | 0.25% |
| Royal Fund Management, LLC | 16,226 | $1,407,722 | 0.19% |