Spire Wealth Management - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is KIE and the CUSIP is 78464A789. A total of 134 filers reported holding SPDR SERIES TRUST in Q4 2022. The put-call ratio across all filers is 0.34 and the average weighting 0.2%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$997,563
+23.3%
23,450
+18.5%
0.04%
+26.7%
Q2 2023$809,179
+3.9%
19,7940.0%0.03%0.0%
Q1 2023$779,092
+90597.6%
19,794
-5.6%
0.03%
-37.5%
Q4 2022$859
-99.9%
20,979
+6.0%
0.05%
+11.6%
Q3 2022$716,000
-5.7%
19,794
-1.3%
0.04%
+38.7%
Q2 2022$759,000
-9.6%
20,052
+0.4%
0.03%
+40.9%
Q1 2022$840,000
+2.6%
19,981
-1.5%
0.02%
+22.2%
Q4 2021$819,000
+9.5%
20,294
+2.5%
0.02%
-10.0%
Q3 2021$748,000
-2.0%
19,7940.0%0.02%
-4.8%
Q2 2021$763,000
+2.6%
19,794
-2.5%
0.02%
+5.0%
Q1 2021$744,00020,2940.02%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2022
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 127,820$5,234,2244.51%
Sterling Manor Financial, LLC 51,051$2,090,5472.32%
Camarda Financial Advisors, LLC 48,596$1,990,0022.01%
Capital Planning Advisors, LLC 187,683$7,685,6191.83%
Navis Wealth Advisors, LLC 30,231$1,237,9411.76%
Q3 Asset Management 60,406$2,4771.68%
Triangle Securities Wealth Management 90,024$3,686,4831.35%
TCP Asset Management, LLC 39,147$1,603,0701.25%
Strategic Wealth Partners, Ltd. 162,886$6,670,1911.24%
JMAC ENTERPRISES LLC 85,050$3,482,7980.96%
View complete list of SPDR SERIES TRUST shareholders