SPDR SERIES TRUST's ticker is KCE and the CUSIP is 78464A771. A total of 25 filers reported holding SPDR SERIES TRUST in Q4 2013. The put-call ratio across all filers is 1.31 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $4,119,000 | +5.9% | 81,000 | 0.0% | 0.00% | +50.0% |
| Q3 2014 | $3,888,000 | -2.5% | 81,000 | 0.0% | 0.00% | -33.3% |
| Q2 2014 | $3,987,000 | +0.4% | 81,000 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $3,970,000 | -2.2% | 81,000 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $4,058,000 | +17.4% | 81,000 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $3,458,000 | – | 81,000 | – | 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% |