Aries Wealth Management - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is KRE and the CUSIP is 78464A698. A total of 372 filers reported holding SPDR SERIES TRUST in Q4 2019. The put-call ratio across all filers is 3.42 and the average weighting 0.2%.

Quarter-by-quarter ownership
Aries Wealth Management ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2019$264,000
+6.5%
4,603
-3.1%
0.16%
-2.4%
Q3 2019$248,000
-56.3%
4,748
-54.8%
0.16%
-58.4%
Q2 2019$568,000
-4.1%
10,498
-9.0%
0.40%
-10.4%
Q1 2019$592,000
+10.0%
11,534
+0.3%
0.44%
-22.4%
Q4 2018$538,000
-31.6%
11,498
-13.0%
0.57%
-19.1%
Q3 2018$786,000
-3.3%
13,2230.0%0.71%
-6.1%
Q2 2018$813,000
+14.7%
13,223
+12.8%
0.75%
+9.5%
Q1 2018$709,000
+28.2%
11,723
+33.6%
0.69%
+35.0%
Q4 2017$553,0008,7730.51%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2019
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