SPDR SERIES TRUST's ticker is KCE and the CUSIP is 78464A771. A total of 47 filers reported holding SPDR SERIES TRUST in Q1 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,412 | +5.4% | 17 | 0.0% | 0.00% | – |
| Q4 2022 | $1,340 | +34.0% | 17 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | -50.0% | 17 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q4 2021 | $2,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | +100.0% | 17 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | -99.5% | 17 | -99.5% | 0.00% | -100.0% |
| Q3 2019 | $196,000 | -1.5% | 3,578 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $199,000 | +4.7% | 3,578 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $190,000 | +11.1% | 3,578 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $171,000 | -14.9% | 3,578 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $201,000 | -3.4% | 3,578 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $208,000 | -0.5% | 3,578 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $209,000 | +20800.0% | 3,578 | +20947.1% | 0.00% | – |
| Q4 2017 | $1,000 | 0.0% | 17 | -19.0% | 0.00% | – |
| Q3 2017 | $1,000 | -75.0% | 21 | -73.4% | 0.00% | – |
| Q4 2016 | $4,000 | 0.0% | 79 | +5.3% | 0.00% | – |
| Q4 2014 | $4,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q3 2014 | $4,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q2 2014 | $4,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q1 2014 | $4,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q4 2013 | $4,000 | +33.3% | 75 | 0.0% | 0.00% | – |
| Q3 2013 | $3,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q2 2013 | $3,000 | – | 75 | – | 0.00% | – |
Download | ||||||
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% |