HERITAGE WEALTH MANAGEMENT, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is KBE and the CUSIP is 78464A797. A total of 257 filers reported holding SPDR SERIES TRUST in Q2 2022. The put-call ratio across all filers is 2.77 and the average weighting 0.1%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2022$4,064
+103.2%
90
+100.0%
0.00%0.0%
Q3 2022$2,000
-99.9%
450.0%0.00%0.0%
Q2 2022$1,975,000
+98650.0%
450.0%0.00%0.0%
Q1 2022$2,0000.0%450.0%0.00%0.0%
Q3 2021$2,0000.0%450.0%0.00%0.0%
Q2 2021$2,000450.00%
Other shareholders
SPDR SERIES TRUST shareholders Q2 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