SPDR SERIES TRUST's ticker is KBE and the CUSIP is 78464A797. A total of 264 filers reported holding SPDR SERIES TRUST in Q1 2018. The put-call ratio across all filers is 3.57 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $44,000 | +780.0% | 800 | +700.0% | 0.01% | +600.0% |
| Q3 2021 | $5,000 | -61.5% | 100 | -66.7% | 0.00% | -85.7% |
| Q1 2019 | $13,000 | +18.2% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $11,000 | -21.4% | 300 | 0.0% | 0.01% | -12.5% |
| Q3 2018 | $14,000 | -50.0% | 300 | -50.0% | 0.01% | -73.3% |
| Q2 2018 | $28,000 | 0.0% | 600 | 0.0% | 0.03% | +42.9% |
| Q1 2018 | $28,000 | +180.0% | 600 | +181.7% | 0.02% | +200.0% |
| Q4 2017 | $10,000 | 0.0% | 213 | +0.5% | 0.01% | -22.2% |
| Q3 2017 | $10,000 | +11.1% | 212 | +5.0% | 0.01% | 0.0% |
| Q2 2017 | $9,000 | -43.8% | 202 | -47.0% | 0.01% | -47.1% |
| Q1 2017 | $16,000 | – | 381 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JCSD Capital, LLC | 108,000 | $4,511,160 | 9.17% |
| Evolution Wealth Advisors, LLC | 187,228 | $6,899,352 | 1.54% |
| Wharton Business Group, LLC | 439,481 | $16,195 | 0.90% |
| Clarity Financial LLC | 145,074 | $5,345,959 | 0.90% |
| Itau Unibanco Holding S.A. | 405,154 | $14,929,925 | 0.66% |
| Wakefield Asset Management LLLP | 35,296 | $1,300,658 | 0.59% |
| ProVise Management Group, LLC | 168,573 | $6,211,915 | 0.58% |
| Aspen Grove Capital, LLC | 37,590 | $1,385,179 | 0.51% |
| Coury Firm Asset Management LLC | 8,288 | $305,413 | 0.49% |
| Horizon Family Wealth, Inc. | 13,176 | $485,537 | 0.47% |