SPDR SERIES TRUST's ticker is KCE and the CUSIP is 78464A771. A total of 40 filers reported holding SPDR SERIES TRUST in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,959,401 | -29.1% | 172,428 | -30.6% | 0.01% | -33.3% |
| Q2 2023 | $21,087,927 | +4.0% | 248,433 | +1.8% | 0.01% | 0.0% |
| Q1 2023 | $20,279,501 | +104352.7% | 244,125 | -0.9% | 0.01% | -7.7% |
| Q4 2022 | $19,415 | -99.7% | 246,224 | +206.3% | 0.01% | +225.0% |
| Q3 2022 | $5,754,000 | +386.8% | 80,396 | +396.3% | 0.00% | +300.0% |
| Q2 2022 | $1,182,000 | -5.3% | 16,200 | +18.6% | 0.00% | 0.0% |
| Q1 2022 | $1,248,000 | -20.5% | 13,661 | -9.8% | 0.00% | 0.0% |
| Q4 2021 | $1,570,000 | +53.5% | 15,137 | +41.2% | 0.00% | 0.0% |
| Q3 2021 | $1,023,000 | +0.2% | 10,719 | -1.2% | 0.00% | 0.0% |
| Q2 2021 | $1,021,000 | +9.1% | 10,852 | -2.2% | 0.00% | 0.0% |
| Q1 2021 | $936,000 | +11.7% | 11,092 | -0.4% | 0.00% | 0.0% |
| Q4 2020 | $838,000 | +72.8% | 11,131 | +27.4% | 0.00% | 0.0% |
| Q2 2019 | $485,000 | +67.8% | 8,739 | +75.2% | 0.00% | – |
| Q4 2017 | $289,000 | -5.6% | 4,987 | -14.7% | 0.00% | – |
| Q3 2017 | $306,000 | -84.3% | 5,844 | -85.3% | 0.00% | -100.0% |
| Q2 2017 | $1,950,000 | -8.6% | 39,644 | -13.2% | 0.00% | 0.0% |
| Q1 2017 | $2,134,000 | -11.0% | 45,659 | -14.6% | 0.00% | -25.0% |
| Q4 2016 | $2,398,000 | -39.2% | 53,439 | -45.1% | 0.00% | -42.9% |
| Q3 2016 | $3,946,000 | – | 97,420 | – | 0.01% | – |
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% |