SPDR SERIES TRUST's ticker is KIE and the CUSIP is 78464A789. A total of 126 filers reported holding SPDR SERIES TRUST in Q1 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $271,575 | +19.1% | 6,384 | +14.4% | 0.00% | +50.0% |
Q2 2023 | $228,029 | +7.8% | 5,578 | +3.8% | 0.00% | 0.0% |
Q1 2023 | $211,531 | -3.8% | 5,374 | +0.1% | 0.00% | 0.0% |
Q4 2022 | $219,779 | -62.3% | 5,367 | -65.2% | 0.00% | -66.7% |
Q2 2022 | $583,000 | +169.9% | 15,413 | +199.4% | 0.01% | +200.0% |
Q1 2022 | $216,000 | – | 5,148 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Chicago Wealth Management, Inc. | 131,570 | $5,596,987 | 4.41% |
Lake Hills Wealth Management, LLC | 51,437 | $2,188,130 | 2.21% |
Navis Wealth Advisors, LLC | 30,562 | $1,300,087 | 1.88% |
Janney Capital Management LLC | 404,959 | $17,227 | 1.33% |
Triangle Securities Wealth Management | 85,574 | $3,640,318 | 1.30% |
Capital Planning Advisors, LLC | 135,834 | $5,778,378 | 1.21% |
Privium Fund Management (UK) Ltd | 35,100 | $1,493,154 | 1.17% |
MIRABELLA FINANCIAL SERVICES LLP | 160,029 | $6,807,634 | 0.94% |
JMAC ENTERPRISES LLC | 87,586 | $3,725,908 | 0.92% |
Fullerton Fund Management Co Ltd. | 246,452 | $10,484,068 | 0.73% |