WP Advisors, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is KBE and the CUSIP is 78464A797. A total of 269 filers reported holding SPDR SERIES TRUST in Q3 2021. The put-call ratio across all filers is 2.35 and the average weighting 0.1%.

Quarter-by-quarter ownership
WP Advisors, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$398,063
+3.4%
10,802
+1.0%
0.16%
+7.1%
Q2 2023$385,010
+7.6%
10,695
+10.8%
0.15%
+4.1%
Q1 2023$357,786
-35.8%
9,652
-21.9%
0.15%
-40.6%
Q4 2022$557,655
+2.9%
12,351
+0.9%
0.25%
+1.6%
Q3 2022$542,000
+1.7%
12,236
+0.7%
0.24%
+5.6%
Q2 2022$533,000
-15.7%
12,156
+0.6%
0.23%
-10.8%
Q1 2022$632,000
-5.0%
12,079
-0.8%
0.26%
-6.1%
Q4 2021$665,000
+3.9%
12,182
+0.7%
0.28%
+5.7%
Q3 2021$640,000
-1.8%
12,101
-4.7%
0.26%
-3.7%
Q2 2021$652,000
-0.6%
12,696
+0.5%
0.27%
-3.9%
Q1 2021$656,00012,6380.28%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2021
NameSharesValueWeighting ↓
JCSD Capital, LLC 108,000$4,511,1609.17%
Evolution Wealth Advisors, LLC 187,228$6,899,3521.54%
Wharton Business Group, LLC 439,481$16,1950.90%
Clarity Financial LLC 145,074$5,345,9590.90%
Itau Unibanco Holding S.A. 405,154$14,929,9250.66%
Wakefield Asset Management LLLP 35,296$1,300,6580.59%
ProVise Management Group, LLC 168,573$6,211,9150.58%
Aspen Grove Capital, LLC 37,590$1,385,1790.51%
Coury Firm Asset Management LLC 8,288$305,4130.49%
Horizon Family Wealth, Inc. 13,176$485,5370.47%
View complete list of SPDR SERIES TRUST shareholders