SPDR SERIES TRUST's ticker is KIE and the CUSIP is 78464A789. A total of 130 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is 3.45 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $235,387 | +6.9% | 5,758 | +2.9% | 0.05% | +2.2% |
Q1 2023 | $220,219 | -7.6% | 5,595 | -3.8% | 0.04% | -11.8% |
Q4 2022 | $238,247 | -6.9% | 5,818 | -17.9% | 0.05% | -15.0% |
Q3 2022 | $256,000 | -5.9% | 7,088 | -1.4% | 0.06% | +9.1% |
Q2 2022 | $272,000 | -9.9% | 7,185 | 0.0% | 0.06% | +10.0% |
Q1 2022 | $302,000 | +3.4% | 7,185 | -0.6% | 0.05% | +6.4% |
Q4 2021 | $292,000 | +14.1% | 7,225 | +6.7% | 0.05% | -28.8% |
Q3 2021 | $256,000 | -6.9% | 6,774 | -5.0% | 0.07% | -7.0% |
Q2 2021 | $275,000 | +3.0% | 7,131 | -2.0% | 0.07% | -22.0% |
Q1 2021 | $267,000 | +4.7% | 7,273 | -4.3% | 0.09% | +68.5% |
Q4 2020 | $255,000 | – | 7,600 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Chicago Wealth Management, Inc. | 127,820 | $5,234,224 | 4.51% |
Sterling Manor Financial, LLC | 51,051 | $2,090,547 | 2.32% |
Camarda Financial Advisors, LLC | 48,596 | $1,990,002 | 2.01% |
Capital Planning Advisors, LLC | 187,683 | $7,685,619 | 1.83% |
Navis Wealth Advisors, LLC | 30,231 | $1,237,941 | 1.76% |
Q3 Asset Management | 60,406 | $2,477 | 1.68% |
Triangle Securities Wealth Management | 90,024 | $3,686,483 | 1.35% |
TCP Asset Management, LLC | 39,147 | $1,603,070 | 1.25% |
Strategic Wealth Partners, Ltd. | 162,886 | $6,670,191 | 1.24% |
JMAC ENTERPRISES LLC | 85,050 | $3,482,798 | 0.96% |