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 ↓
M&R CAPITAL MANAGEMENT INC 6,642$348,2400.09%
TRUST CO OF TOLEDO NA /OH/ 4,106$215,2780.04%
Versant Capital Management, Inc 1,000$52,4300.02%
TOMPKINS FINANCIAL CORP 1,800$94,3740.01%
OPTIMUM INVESTMENT ADVISORS 290$15,2050.01%
Compass Wealth Management LLC 133$6,9740.00%
Bartlett & Co. LLC 873$460.00%
ST GERMAIN D J CO INC 452$23,6980.00%
BALDWIN BROTHERS LLC/MA 76$3,9850.00%
View complete list of SPDR SERIES TRUST shareholders