RESOURCES MANAGEMENT CORP /CT/ /ADV - SPDR SERIES TRUST ownership

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
RESOURCES MANAGEMENT CORP /CT/ /ADV ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$40.0%1000.0%0.00%0.0%
Q2 2023$4
-99.5%
100
-99.0%
0.00%
-99.2%
Q1 2023$816
+16220.0%
9,531
+9431.0%
0.13%
+13000.0%
Q4 2022$5
-99.9%
1000.0%0.00%0.0%
Q3 2022$4,0000.0%1000.0%0.00%0.0%
Q2 2022$4,000
-20.0%
1000.0%0.00%0.0%
Q1 2022$5,0000.0%1000.0%0.00%0.0%
Q4 2021$5,0000.0%1000.0%0.00%0.0%
Q3 2021$5,0000.0%1000.0%0.00%0.0%
Q2 2021$5,0000.0%1000.0%0.00%0.0%
Q1 2021$5,000
+25.0%
1000.0%0.00%0.0%
Q4 2020$4,000
+33.3%
1000.0%0.00%0.0%
Q3 2020$3,0000.0%1000.0%0.00%0.0%
Q2 2020$3,0000.0%1000.0%0.00%0.0%
Q1 2020$3,000
-40.0%
1000.0%0.00%0.0%
Q4 2019$5,000
+25.0%
1000.0%0.00%0.0%
Q3 2019$4,000
+33.3%
1000.0%0.00%0.0%
Q4 2018$3,000
-25.0%
1000.0%0.00%0.0%
Q3 2018$4,0001000.00%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
JCSD Capital, LLC 108,000$4,511,1609.17%
Evolution Wealth Advisors, LLC 187,228$6,899,3521.54%
Wharton Business Group, LLC 439,481$16,1950.90%
Clarity Financial LLC 145,074$5,345,9590.90%
Itau Unibanco Holding S.A. 405,154$14,929,9250.66%
Wakefield Asset Management LLLP 35,296$1,300,6580.59%
ProVise Management Group, LLC 168,573$6,211,9150.58%
Aspen Grove Capital, LLC 37,590$1,385,1790.51%
Coury Firm Asset Management LLC 8,288$305,4130.49%
Horizon Family Wealth, Inc. 13,176$485,5370.47%
View complete list of SPDR SERIES TRUST shareholders