Sterling Financial Planning, Inc. - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is KBE and the CUSIP is 78464A797. A total of 288 filers reported holding SPDR SERIES TRUST in Q4 2021. The put-call ratio across all filers is 3.37 and the average weighting 0.2%.

Quarter-by-quarter ownership
Sterling Financial Planning, Inc. ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2021$4,0000.0%760.0%0.00%0.0%
Q2 2021$4,0000.0%760.0%0.00%0.0%
Q1 2021$4,000
+33.3%
76
+1.3%
0.00%
+50.0%
Q4 2020$3,000750.00%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2021
NameSharesValueWeighting ↓
JCSD Capital, LLC 108,000$4,511,1609.17%
Evolution Wealth Advisors, LLC 187,228$6,899,3521.54%
Wharton Business Group, LLC 439,481$16,1950.90%
Clarity Financial LLC 145,074$5,345,9590.90%
Itau Unibanco Holding S.A. 405,154$14,929,9250.66%
Wakefield Asset Management LLLP 35,296$1,300,6580.59%
ProVise Management Group, LLC 168,573$6,211,9150.58%
Aspen Grove Capital, LLC 37,590$1,385,1790.51%
Coury Firm Asset Management LLC 8,288$305,4130.49%
Horizon Family Wealth, Inc. 13,176$485,5370.47%
View complete list of SPDR SERIES TRUST shareholders