Ken Stern & Associates, Inc. - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XHB and the CUSIP is 78464A888. A total of 153 filers reported holding SPDR SERIES TRUST in Q1 2017. The put-call ratio across all filers is 0.82 and the average weighting 0.2%.

Quarter-by-quarter ownership
Ken Stern & Associates, Inc. ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2017$6,901,000
+24.0%
155,929
+5.9%
3.01%
+15.2%
Q1 2017$5,565,000
+42.0%
147,187
+28.4%
2.61%
-0.7%
Q4 2015$3,918,000
-2.5%
114,637
-2.3%
2.63%
-15.7%
Q3 2015$4,018,000
-2.3%
117,376
+4.5%
3.12%
+4.9%
Q2 2015$4,112,000
+9.0%
112,285
+9.7%
2.97%
+4.9%
Q1 2015$3,774,000102,3742.83%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2017
NameSharesValueWeighting ↓
Marks Wealth, LLC 443,654$38,057,00011.89%
Wealth Enhancement & Preservation of GA, LLC 187,271$16,064,00010.83%
CMC Financial Group 182,529$15,657,0008.44%
VISTA FINANCE, LLC 85,362$7,322,0007.56%
Opal Wealth Advisors, LLC 124,307$10,663,0006.74%
Braun-Bostich & Associates Inc. 319,107$24,230,0005.78%
AFFINITY WEALTH MANAGEMENT LLC 319,107$24,230,0005.00%
Main Management ETF Advisors, LLC 633,100$54,307,0004.77%
360 Financial, Inc. 118,132$10,133,0004.62%
Cavalier Investments, LLC 154,162$13,224,0003.43%
View complete list of SPDR SERIES TRUST shareholders