EverSource Wealth Advisors, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is KIE and the CUSIP is 78464A789. A total of 134 filers reported holding SPDR SERIES TRUST in Q4 2022. The put-call ratio across all filers is 0.34 and the average weighting 0.2%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$42,540
+4.1%
1,0000.0%0.01%0.0%
Q2 2023$40,880
+59.8%
1,000
+53.8%
0.01%
+66.7%
Q1 2023$25,584
+160.3%
650
+170.8%
0.00%
+200.0%
Q4 2022$9,8282400.00%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2022
NameSharesValueWeighting ↓
FACTORY MUTUAL INSURANCE CO 3,820,725$147,250,0001.80%
Triangle Securities Wealth Management 92,440$3,563,0001.20%
Karp Capital Management Corp 190,853$7,355,0001.09%
Navis Wealth Advisors, LLC 29,334$1,131,0000.95%
Aveo Capital Partners, LLC 108,760$4,192,0000.93%
ASSETMARK, INC 3,952,260$152,320,0000.71%
All Season Financial Advisors, Inc. 15,813$609,0000.44%
BAROMETER CAPITAL MANAGEMENT INC. 24,000$924,960,0000.18%
WealthOne, LLC 11,630$448,0000.18%
V Wealth Advisors LLC 27,126$1,044,0000.17%
View complete list of SPDR SERIES TRUST shareholders