Avitas Wealth Management LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is KBE and the CUSIP is 78464A797. A total of 220 filers reported holding SPDR SERIES TRUST in Q1 2019. The put-call ratio across all filers is 3.91 and the average weighting 0.2%.

Quarter-by-quarter ownership
Avitas Wealth Management LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2022$227,000
-48.5%
5,119
-36.7%
0.05%
-29.7%
Q4 2021$441,000
+1.4%
8,083
-1.6%
0.07%
-6.3%
Q3 2021$435,000
+1.9%
8,216
-1.2%
0.08%
+3.9%
Q2 2021$427,000
+0.2%
8,313
+1.3%
0.08%
-8.4%
Q1 2021$426,000
+24.2%
8,208
+0.2%
0.08%
+20.3%
Q4 2020$343,000
+11.4%
8,190
+25.9%
0.07%
-12.7%
Q4 2019$308,000
+8.1%
6,504
-1.5%
0.08%0.0%
Q3 2019$285,000
-2.4%
6,602
-1.9%
0.08%
-2.5%
Q2 2019$292,000
+6.2%
6,732
+2.1%
0.08%
+1.2%
Q1 2019$275,000
+11.8%
6,595
+0.1%
0.08%
-1.2%
Q4 2018$246,0006,5880.08%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2019
NameSharesValueWeighting ↓
Key Client Fiduciary Advisors, LLC 108,127$5,899,0004.87%
BANK HAPOALIM BM 288,019$25,769,0002.59%
Arlington Capital Management, Inc. 23,099$1,260,0002.27%
Nauset Wealth Management. LLC 42,419$2,314,0002.21%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 55,597$3,034,0002.19%
FWL INVESTMENT MANAGEMENT, LLC 61,111$3,334,0002.04%
Vectors Research Management, LLC 160,056$8,733,0001.84%
HNP Capital LLC 144,265$7,871,0001.78%
Crescent Capital Consulting, LLC 185,710$10,128,0001.67%
FIFTH LANE CAPITAL, LP 48,208$2,630,0001.54%
View complete list of SPDR SERIES TRUST shareholders