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 | $31,581 | +2.5% | 364 | +0.3% | 0.00% | 0.0% |
| Q2 2023 | $30,817 | +2.5% | 363 | +0.6% | 0.00% | 0.0% |
| Q1 2023 | $30,062 | +5.7% | 361 | +0.3% | 0.00% | 0.0% |
| Q4 2022 | $28,436 | -76.5% | 360 | -78.7% | 0.00% | -83.3% |
| Q3 2022 | $121,000 | -7.6% | 1,691 | -6.1% | 0.01% | 0.0% |
| Q2 2022 | $131,000 | -38.5% | 1,801 | -21.6% | 0.01% | -25.0% |
| Q1 2022 | $213,000 | +460.5% | 2,297 | +531.0% | 0.01% | +700.0% |
| Q4 2021 | $38,000 | +375.0% | 364 | +323.3% | 0.00% | – |
| Q3 2021 | $8,000 | +60.0% | 86 | +50.9% | 0.00% | – |
| Q2 2021 | $5,000 | 0.0% | 57 | 0.0% | 0.00% | – |
| Q1 2021 | $5,000 | +25.0% | 57 | 0.0% | 0.00% | – |
| Q4 2020 | $4,000 | +33.3% | 57 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | 0.0% | 57 | +1.8% | 0.00% | – |
| Q2 2020 | $3,000 | +50.0% | 56 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | -33.3% | 56 | 0.0% | 0.00% | – |
| Q4 2019 | $3,000 | 0.0% | 56 | +1.8% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 55 | 0.0% | 0.00% | – |
| Q2 2019 | $3,000 | 0.0% | 55 | 0.0% | 0.00% | – |
| Q1 2019 | $3,000 | +50.0% | 55 | +1.9% | 0.00% | – |
| Q4 2018 | $2,000 | -33.3% | 54 | 0.0% | 0.00% | – |
| Q3 2018 | $3,000 | 0.0% | 54 | +1.9% | 0.00% | – |
| Q2 2018 | $3,000 | 0.0% | 53 | 0.0% | 0.00% | – |
| Q1 2018 | $3,000 | 0.0% | 53 | 0.0% | 0.00% | – |
| Q4 2017 | $3,000 | -72.7% | 53 | -78.8% | 0.00% | -100.0% |
| Q4 2016 | $11,000 | – | 250 | – | 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% |