SPDR SERIES TRUST's ticker is KCE and the CUSIP is 78464A771. A total of 25 filers reported holding SPDR SERIES TRUST in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,066,071 | -16.6% | 12,288 | -18.4% | 0.00% | – |
| Q2 2023 | $1,277,669 | +2.2% | 15,052 | 0.0% | 0.00% | – |
| Q1 2023 | $1,250,370 | +5.4% | 15,052 | 0.0% | 0.00% | – |
| Q4 2022 | $1,186,850 | +239.1% | 15,052 | +208.1% | 0.00% | – |
| Q3 2022 | $350,000 | -1.7% | 4,886 | 0.0% | 0.00% | – |
| Q2 2022 | $356,000 | -20.2% | 4,886 | 0.0% | 0.00% | – |
| Q1 2022 | $446,000 | -82.6% | 4,886 | -80.2% | 0.00% | -100.0% |
| Q4 2021 | $2,559,000 | +86.0% | 24,675 | +71.1% | 0.00% | – |
| Q3 2021 | $1,376,000 | +45.8% | 14,420 | +43.7% | 0.00% | – |
| Q2 2021 | $944,000 | +109.8% | 10,034 | +67.8% | 0.00% | – |
| Q4 2020 | $450,000 | +29.7% | 5,981 | 0.0% | 0.00% | – |
| Q3 2020 | $347,000 | +3.3% | 5,981 | 0.0% | 0.00% | – |
| Q2 2020 | $336,000 | +48.7% | 5,981 | +19.0% | 0.00% | – |
| Q4 2016 | $226,000 | – | 5,027 | – | 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% |