PCG Wealth Advisors, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is KRE and the CUSIP is 78464A698. A total of 512 filers reported holding SPDR SERIES TRUST in Q1 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.4%.

Quarter-by-quarter ownership
PCG Wealth Advisors, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$289,009
-9.0%
6,919
-11.0%
0.19%
-3.6%
Q2 2023$317,498
-9.7%
7,775
-3.0%
0.20%
-11.3%
Q1 2023$351,748
-26.7%
8,019
-1.8%
0.22%
-27.0%
Q4 2022$479,7198,1660.30%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 1,775,216$73,103,00033.42%
XPONANCE, INC. 771,984$31,287,00012.10%
Yost Capital Management, LP 230,000$9,471,0009.10%
CHARTIST INC /CA/ 24,871$1,014,0006.21%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 194,189$7,997,0006.00%
IRON Financial LLC 169,905$6,997,0004.66%
Verity Asset Management, Inc. 91,740$3,778,0003.78%
EnTrustPermal Management LLC 65,700$2,706,0003.29%
United Asset Strategies, Inc. 139,950$5,763,0002.66%
ELLIOTT MANAGEMENT CORP 2,950,000$121,540,0002.33%
View complete list of SPDR SERIES TRUST shareholders