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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $997,563 | +23.3% | 23,450 | +18.5% | 0.04% | +26.7% |
Q2 2023 | $809,179 | +3.9% | 19,794 | 0.0% | 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% | 19,794 | 0.0% | 0.02% | -4.8% |
Q2 2021 | $763,000 | +2.6% | 19,794 | -2.5% | 0.02% | +5.0% |
Q1 2021 | $744,000 | – | 20,294 | – | 0.02% | – |
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% |