SPDR SERIES TRUST's ticker is KBE and the CUSIP is 78464A797. A total of 212 filers reported holding SPDR SERIES TRUST in Q4 2020. The put-call ratio across all filers is 2.87 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $523,000 | -80.7% | 17,768 | -69.0% | 0.00% | -66.7% |
| Q4 2019 | $2,715,000 | +12828.6% | 57,404 | +12572.0% | 0.00% | – |
| Q2 2018 | $21,000 | -47.5% | 453 | -45.9% | 0.00% | – |
| Q1 2018 | $40,000 | 0.0% | 838 | 0.0% | 0.00% | – |
| Q4 2017 | $40,000 | +5.3% | 838 | 0.0% | 0.00% | – |
| Q3 2017 | $38,000 | +5.6% | 838 | 0.0% | 0.00% | – |
| Q2 2017 | $36,000 | +56.5% | 838 | +58.7% | 0.00% | – |
| Q1 2017 | $23,000 | -53.1% | 528 | -53.2% | 0.00% | – |
| Q4 2016 | $49,000 | +75.0% | 1,128 | +36.2% | 0.00% | – |
| Q3 2016 | $28,000 | +12.0% | 828 | 0.0% | 0.00% | – |
| Q2 2016 | $25,000 | +257.1% | 828 | +271.3% | 0.00% | – |
| Q1 2016 | $7,000 | -76.7% | 223 | -74.7% | 0.00% | – |
| Q4 2015 | $30,000 | -40.0% | 883 | -40.8% | 0.00% | – |
| Q3 2015 | $50,000 | -82.6% | 1,492 | -82.6% | 0.00% | – |
| Q1 2015 | $287,000 | – | 8,566 | – | 0.00% | – |
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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% |