SPDR SERIES TRUST's ticker is KIE and the CUSIP is 78464A789. A total of 111 filers reported holding SPDR SERIES TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | 5,438 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $229,000 | -36.4% | 5,438 | -39.0% | 0.00% | -42.9% |
| Q4 2021 | $360,000 | – | 8,922 | – | 0.01% | – |
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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% |