SPDR SERIES TRUST's ticker is KCE and the CUSIP is 78464A771. A total of 61 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $50,753 | +139.2% | 585 | +134.0% | 0.00% | – |
| Q2 2023 | $21,221 | – | 250 | – | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q1 2022 | $10,000 | -60.0% | 105 | -55.7% | 0.00% | – |
| Q4 2021 | $25,000 | +19.0% | 237 | +7.7% | 0.00% | – |
| Q3 2021 | $21,000 | +75.0% | 220 | +65.4% | 0.00% | – |
| Q2 2021 | $12,000 | +9.1% | 133 | +0.8% | 0.00% | – |
| Q1 2021 | $11,000 | 0.0% | 132 | -9.0% | 0.00% | – |
| Q4 2020 | $11,000 | +37.5% | 145 | 0.0% | 0.00% | – |
| Q3 2020 | $8,000 | 0.0% | 145 | 0.0% | 0.00% | – |
| Q2 2020 | $8,000 | +14.3% | 145 | 0.0% | 0.00% | – |
| Q1 2020 | $7,000 | -22.2% | 145 | 0.0% | 0.00% | – |
| Q4 2019 | $9,000 | +12.5% | 145 | 0.0% | 0.00% | – |
| Q3 2019 | $8,000 | 0.0% | 145 | -0.7% | 0.00% | – |
| Q2 2019 | $8,000 | 0.0% | 146 | -3.3% | 0.00% | – |
| Q1 2019 | $8,000 | 0.0% | 151 | -10.1% | 0.00% | – |
| Q4 2018 | $8,000 | -20.0% | 168 | -8.2% | 0.00% | – |
| Q3 2018 | $10,000 | – | 183 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cavalier Investments, LLC | 58,428 | $5,069,044 | 1.98% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 36,854 | $3,197,346 | 1.53% |
| Beaumont Capital Management, LLC | 10,556 | $915,808 | 0.66% |
| Accel Wealth Management | 10,585 | $918,285 | 0.51% |
| Aveo Capital Partners, LLC | 39,963 | $3,467,074 | 0.46% |
| ASSETMARK, INC | 1,169,608 | $101,471,798 | 0.41% |
| HF Advisory Group, LLC | 4,958 | $430,143 | 0.32% |
| VICUS CAPITAL | 29,889 | $2,593,087 | 0.27% |
| BAROMETER CAPITAL MANAGEMENT INC. | 9,307 | $807,448 | 0.25% |
| Royal Fund Management, LLC | 16,226 | $1,407,722 | 0.19% |