KIE — SPDR SER TR

Ownership history in Csenge Advisory Group  ·  7 quarters on record

This page tracks every 13F SEC filing in which Csenge Advisory Group reported a position in SPDR SER TR (KIE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.45% (2025 Q3)
Avg. % of fund
0.2%
First filed
2021 Q2
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 157,159 +93,940 +148.6% 0.45% $9.3M $59.01
2025 Q2 ADDED 63,219 +187 +0.3% 0.20% $3.7M $59.26
2025 Q1 ADDED 63,032 +5,078 +8.8% 0.20% $3.6M $59.88
2024 Q4 ADDED 57,954 +1,770 +3.2% 0.18% $3.3M $55.63
2024 Q3 ADDED 56,184 +29,852 +113.4% 0.17% $3.2M $55.56
2021 Q4 UNCHANGED 26,332 — 0% 0.09% $1.0M $37.75
2021 Q2 INITIATED 26,332 — — 0.09% $1.0M $35.66
% of Fund (quarterly)    KIE price (monthly, adj. close)

Other funds also holding KIE

As of 2025 Q4 — sorted by position size

Perbak Capital Partners LLP 5.37% CUMBERLAND ADVISORS INC 3Y 7Y 2.8% Shaolin Capital Management LLC 3Y 2.33% J.Safra Asset Management Corp 3Y 7Y 2.27% Triangle Securities Wealth Management 3Y 7Y 0.97% Lifetime Wealth Management P.C. 0.71% Ellis Investment Partners, LLC 3Y 7Y 0.29% Kingsview Wealth Management, LLC 3Y 0.22% Arete Wealth Advisors, LLC 3Y 7Y 0.2% DRW Securities, LLC 3Y 7Y 0.2%
← Back to Csenge Advisory Group Holdings