Steward Partners Investment Advisory, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is KIE and the CUSIP is 78464A789. A total of 92 filers reported holding SPDR SERIES TRUST in Q4 2020. The put-call ratio across all filers is 0.75 and the average weighting 0.1%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$67,894
+274.1%
1,596
+259.5%
0.00%
Q2 2023$18,151
+3.9%
4440.0%0.00%
Q1 2023$17,476
-3.9%
4440.0%0.00%
Q4 2022$18,182
+13.6%
4440.0%0.00%
Q3 2022$16,000
-20.0%
444
-14.6%
0.00%
Q2 2022$20,000
-9.1%
520
+0.2%
0.00%
Q1 2022$22,000
+4.8%
5190.0%0.00%
Q4 2021$21,000
+5.0%
519
-2.4%
0.00%
Q3 2021$20,0000.0%532
+0.2%
0.00%
Q2 2021$20,000
-100.0%
531
-86.5%
0.00%
-100.0%
Q1 2021$144,374,000
+962393.3%
3,940
+758.4%
0.00%
Q4 2020$15,000
+66.7%
459
+48.5%
0.00%
Q3 2020$9,0000.0%309
-7.2%
0.00%
Q2 2020$9,000
-43.8%
333
-50.1%
0.00%
-100.0%
Q1 2020$16,000
-46.7%
668
-21.7%
0.00%0.0%
Q4 2019$30,000
+20.0%
853
+18.6%
0.00%0.0%
Q3 2019$25,000
-67.5%
719
-68.3%
0.00%
-66.7%
Q2 2019$77,000
+670.0%
2,269
+646.4%
0.00%
Q3 2018$10,000
+66.7%
304
+64.3%
0.00%
Q2 2018$6,000
-91.5%
185
-91.9%
0.00%
-100.0%
Q1 2018$71,0002,2940.01%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2020
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 131,322$5,368,4434.09%
Triangle Securities Wealth Management 85,739$3,505,0101.21%
Capital Planning Advisors, LLC 139,935$5,720,5431.16%
Navis Wealth Advisors, LLC 30,452$1,244,8631.14%
Privium Fund Management (UK) Ltd 35,100$1,425,4111.12%
Alpine Global Management, LLC 76,318$3,119,8800.95%
JMAC ENTERPRISES LLC 82,888$3,388,4610.84%
FACTORY MUTUAL INSURANCE CO 1,131,600$46,259,8080.68%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 18,675$760,8650.58%
Privium Fund Management B.V. 35,100$1,425,4110.30%
View complete list of SPDR SERIES TRUST shareholders