HB Wealth Management, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is KIE and the CUSIP is 78464A789. A total of 112 filers reported holding SPDR SERIES TRUST in Q1 2022. The put-call ratio across all filers is 5.24 and the average weighting 0.1%.

Quarter-by-quarter ownership
HB Wealth Management, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$245,047
+3.6%
5,760
-0.4%
0.00%0.0%
Q2 2023$236,456
+3.9%
5,784
+0.0%
0.00%0.0%
Q1 2023$227,612
-3.9%
5,783
+0.0%
0.00%0.0%
Q4 2022$236,758
+14.9%
5,782
+6.3%
0.00%0.0%
Q2 2022$206,000
-10.0%
5,4380.0%0.00%0.0%
Q1 2022$229,000
-36.4%
5,438
-39.0%
0.00%
-42.9%
Q4 2021$360,0008,9220.01%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2022
NameSharesValueWeighting ↓
FACTORY MUTUAL INSURANCE CO 3,820,725$147,250,0001.80%
Triangle Securities Wealth Management 92,440$3,563,0001.20%
Karp Capital Management Corp 190,853$7,355,0001.09%
Navis Wealth Advisors, LLC 29,334$1,131,0000.95%
Aveo Capital Partners, LLC 108,760$4,192,0000.93%
ASSETMARK, INC 3,952,260$152,320,0000.71%
All Season Financial Advisors, Inc. 15,813$609,0000.44%
BAROMETER CAPITAL MANAGEMENT INC. 24,000$924,960,0000.18%
WealthOne, LLC 11,630$448,0000.18%
V Wealth Advisors LLC 27,126$1,044,0000.17%
View complete list of SPDR SERIES TRUST shareholders