Mascoma Wealth Management LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is KRE and the CUSIP is 78464A698. A total of 9 filers reported holding SPDR SERIES TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$3,175
-51.7%
76
-32.1%
0.00%
-50.0%
Q4 2022$6,579
-56.1%
112
-57.3%
0.00%
-60.0%
Q3 2022$15,000
-16.7%
262
-14.1%
0.01%
-16.7%
Q2 2022$18,000
-72.7%
305
-68.4%
0.01%
-71.4%
Q1 2022$66,000
+164.0%
964
+171.5%
0.02%
+133.3%
Q4 2021$25,0003550.01%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Kirkoswald Asset Management LLC 26,000$2,470,00048.36%
TradeLink Capital LLC 15,280$62419.24%
DC Investments Management, LLC 245,286$10,015,02711.53%
Forest Hill Capital, LLC 328,000$13,392,2406.35%
Symmetry Investments LP 1,000,000$40,8306.23%
MUHLENKAMP & CO INC 249,235$10,176,2653.61%
MALTESE CAPITAL MANAGEMENT LLC 250,000$10,207,5003.53%
VALLEY FINANCIAL MANAGEMENT, INC. 163,637$6,681,2993.46%
Goodman Financial Corp 298,102$12,171,5103.37%
TERRIL BROTHERS, INC. 182,180$7,438,4093.28%
View complete list of SPDR SERIES TRUST shareholders