SPDR SERIES TRUST's ticker is KIE and the CUSIP is 78464A789. A total of 134 filers reported holding SPDR SERIES TRUST in Q4 2022. The put-call ratio across all filers is 0.34 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $462,401 | -3.9% | 11,748 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $481,080 | +55.7% | 11,748 | +37.6% | 0.00% | 0.0% |
| Q3 2022 | $309,000 | -4.3% | 8,535 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $323,000 | -8.8% | 8,535 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $354,000 | -43.0% | 8,535 | -47.1% | 0.00% | 0.0% |
| Q2 2021 | $621,000 | -14.6% | 16,126 | -17.6% | 0.00% | -50.0% |
| Q1 2021 | $727,000 | +26.2% | 19,581 | +13.5% | 0.00% | +100.0% |
| Q4 2020 | $576,000 | +26.9% | 17,246 | +33.8% | 0.00% | 0.0% |
| Q3 2019 | $454,000 | -60.9% | 12,893 | -3.1% | 0.00% | -75.0% |
| Q3 2017 | $1,161,000 | – | 13,300 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FACTORY MUTUAL INSURANCE CO | 3,820,725 | $147,250,000 | 1.80% |
| Triangle Securities Wealth Management | 92,440 | $3,563,000 | 1.20% |
| Karp Capital Management Corp | 190,853 | $7,355,000 | 1.09% |
| Navis Wealth Advisors, LLC | 29,334 | $1,131,000 | 0.95% |
| Aveo Capital Partners, LLC | 108,760 | $4,192,000 | 0.93% |
| ASSETMARK, INC | 3,952,260 | $152,320,000 | 0.71% |
| All Season Financial Advisors, Inc. | 15,813 | $609,000 | 0.44% |
| BAROMETER CAPITAL MANAGEMENT INC. | 24,000 | $924,960,000 | 0.18% |
| WealthOne, LLC | 11,630 | $448,000 | 0.18% |
| V Wealth Advisors LLC | 27,126 | $1,044,000 | 0.17% |