Kalos Management, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 407 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$2,216
-1.2%
690.0%0.01%
+25.0%
Q1 2023$2,242
+2.1%
690.0%0.00%
-20.0%
Q4 2022$2,196690.01%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
GoalVest Advisory LLC 221,088$7,258,3193.19%
CGN Advisors LLC 369,673$12,136,3701.68%
ST GERMAIN D J CO INC 641,073$21,046,4271.10%
Systelligence, LLC 113,349$3,721,2481.02%
APPLETON PARTNERS INC/MA 230,020$7,5520.61%
JUNCTURE WEALTH STRATEGIES, LLC 16,865$553,6780.25%
Curbstone Financial Management Corp 12,720$417,5980.10%
Bartlett & Co. LLC 167,089$5,4910.09%
Anchor Investment Management, LLC 1,121$36,8020.00%
View complete list of SPDR SER TR shareholders