SPDR SERIES TRUST's ticker is KBE and the CUSIP is 78464A797. A total of 216 filers reported holding SPDR SERIES TRUST in Q1 2023. The put-call ratio across all filers is 2.04 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,501 | +2.4% | 95 | 0.0% | 0.00% | – |
| Q2 2023 | $3,420 | -2.9% | 95 | 0.0% | 0.00% | – |
| Q1 2023 | $3,522 | -17.9% | 95 | 0.0% | 0.00% | – |
| Q4 2022 | $4,289 | +7.2% | 95 | 0.0% | 0.00% | – |
| Q3 2022 | $4,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q2 2022 | $4,000 | -20.0% | 95 | 0.0% | 0.00% | – |
| Q1 2022 | $5,000 | -16.7% | 95 | -19.5% | 0.00% | – |
| Q4 2021 | $6,000 | 0.0% | 118 | 0.0% | 0.00% | – |
| Q3 2021 | $6,000 | +20.0% | 118 | +24.2% | 0.00% | – |
| Q2 2021 | $5,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q1 2021 | $5,000 | +25.0% | 95 | 0.0% | 0.00% | – |
| Q4 2020 | $4,000 | +33.3% | 95 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | -25.0% | 95 | -20.8% | 0.00% | – |
| Q2 2020 | $4,000 | 0.0% | 120 | 0.0% | 0.00% | – |
| Q1 2020 | $4,000 | -87.1% | 120 | -81.6% | 0.00% | – |
| Q4 2019 | $31,000 | -51.6% | 653 | -56.2% | 0.00% | – |
| Q3 2019 | $64,000 | +220.0% | 1,492 | +217.4% | 0.00% | – |
| Q2 2019 | $20,000 | +400.0% | 470 | +410.9% | 0.00% | – |
| Q1 2019 | $4,000 | +300.0% | 92 | +268.0% | 0.00% | – |
| Q4 2018 | $1,000 | -96.3% | 25 | -95.7% | 0.00% | – |
| Q3 2018 | $27,000 | +92.9% | 575 | +91.7% | 0.00% | – |
| Q2 2018 | $14,000 | -73.1% | 300 | -72.4% | 0.00% | – |
| Q1 2018 | $52,000 | +271.4% | 1,087 | +262.3% | 0.00% | – |
| Q4 2017 | $14,000 | -76.3% | 300 | -77.8% | 0.00% | – |
| Q2 2017 | $59,000 | -3.3% | 1,350 | -4.9% | 0.00% | – |
| Q1 2017 | $61,000 | -1.6% | 1,419 | 0.0% | 0.00% | – |
| Q4 2016 | $62,000 | +34.8% | 1,419 | +3.2% | 0.00% | – |
| Q3 2016 | $46,000 | +9.5% | 1,375 | 0.0% | 0.00% | – |
| Q2 2016 | $42,000 | -4.5% | 1,375 | -5.0% | 0.00% | – |
| Q1 2016 | $44,000 | +120.0% | 1,448 | +141.7% | 0.00% | – |
| Q4 2015 | $20,000 | -57.4% | 599 | -57.2% | 0.00% | – |
| Q3 2015 | $47,000 | +161.1% | 1,400 | +133.3% | 0.00% | – |
| Q3 2013 | $18,000 | – | 600 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JCSD Capital, LLC | 108,000 | $4,511,160 | 9.17% |
| Evolution Wealth Advisors, LLC | 187,228 | $6,899,352 | 1.54% |
| Wharton Business Group, LLC | 439,481 | $16,195 | 0.90% |
| Clarity Financial LLC | 145,074 | $5,345,959 | 0.90% |
| Itau Unibanco Holding S.A. | 405,154 | $14,929,925 | 0.66% |
| Wakefield Asset Management LLLP | 35,296 | $1,300,658 | 0.59% |
| ProVise Management Group, LLC | 168,573 | $6,211,915 | 0.58% |
| Aspen Grove Capital, LLC | 37,590 | $1,385,179 | 0.51% |
| Coury Firm Asset Management LLC | 8,288 | $305,413 | 0.49% |
| Horizon Family Wealth, Inc. | 13,176 | $485,537 | 0.47% |