VisionPoint Advisory Group, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is KBE and the CUSIP is 78464A797. A total of 246 filers reported holding SPDR SERIES TRUST in Q3 2022. The put-call ratio across all filers is 3.12 and the average weighting 0.1%.

Quarter-by-quarter ownership
VisionPoint Advisory Group, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q2 2023$5,832
-98.2%
162
-97.4%
0.00%
-98.4%
Q2 2022$322,000
-71.2%
6,336
-74.2%
0.13%
-75.5%
Q1 2022$1,119,000
+23.2%
24,590
+52.7%
0.52%
+30.5%
Q4 2021$908,000
-32.7%
16,105
-31.3%
0.40%
-34.1%
Q3 2021$1,350,000
+4.2%
23,457
-7.0%
0.60%
+4.3%
Q2 2021$1,295,000
+10.2%
25,224
+11.3%
0.58%
+2.5%
Q1 2021$1,175,000
+364.4%
22,654
+274.7%
0.56%
+339.8%
Q4 2020$253,0006,0460.13%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2022
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