KCS Wealth Advisory - SPDR SER TR ownership

SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 206 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
KCS Wealth Advisory ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$335,000
-5.4%
9,599
-2.7%
0.16%
-1.3%
Q2 2022$354,000
+17.2%
9,863
+27.3%
0.16%
+12.1%
Q1 2022$302,000
-6.8%
7,747
+2.5%
0.14%
+7.7%
Q4 2021$324,000
-56.9%
7,558
-56.3%
0.13%
-63.4%
Q3 2021$751,000
-30.7%
17,283
-29.5%
0.36%
-30.4%
Q2 2021$1,083,000
+4.6%
24,499
+2.8%
0.51%
-4.5%
Q1 2021$1,035,000
+6.0%
23,830
+8.4%
0.53%
-17.1%
Q4 2020$976,000
+7.8%
21,986
+5.5%
0.64%
-10.7%
Q3 2020$905,000
+3.3%
20,830
-0.5%
0.72%
-0.6%
Q2 2020$876,000
-10.0%
20,937
-15.7%
0.72%
-26.7%
Q1 2020$973,000
-31.0%
24,828
-22.6%
0.99%
-6.3%
Q4 2019$1,411,000
-99.7%
32,057
+186.4%
1.06%
+208.8%
Q3 2019$494,371,000
+99975.1%
11,195
-2.0%
0.34%
-12.3%
Q2 2019$494,00011,4230.39%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
USA FINANCIAL FORMULAS 383,147$17,121,0006.92%
Steinberg Global Asset Management 175,304$7,833,0001.53%
USCA RIA LLC 123,407$5,514,0001.19%
Crosspoint Capital Strategies, LLC 92,732$4,060,0001.07%
American Research & Management Co. 35,325$1,578,0000.67%
INVESTMENT PARTNERS, LTD. 11,695$523,0000.63%
Regal Investment Advisors LLC 49,447$2,209,0000.57%
NEXT Financial Group, Inc 27,908$1,247,0000.46%
Windsor Capital Management, LLC 14,566$650,0000.40%
OPTIMUM INVESTMENT ADVISORS 18,495$826,0000.32%
View complete list of SPDR SER TR shareholders