SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 159 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,555 | -47.6% | 115 | -41.0% | 0.00% | -50.0% |
| Q2 2023 | $8,697 | +4.4% | 195 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $8,327 | +8.3% | 195 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7,687 | -3.9% | 195 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $8,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $8,000 | -20.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $10,000 | -65.5% | 195 | -60.6% | 0.00% | -60.0% |
| Q4 2021 | $29,000 | -3.3% | 495 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $30,000 | -9.1% | 495 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $33,000 | – | 495 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Planning Advisors, LLC | 612,454 | $36,104,000 | 6.88% |
| Corrigan Financial, Inc. | 252,887 | $14,907,702 | 4.29% |
| Financial Engines Advisors L.L.C. | 20,604,974 | $1,214,663,000 | 3.23% |
| Concord Wealth Partners | 195,263 | $11,511,000 | 2.82% |
| Sanchez Wealth Management Group | 103,817 | $6,120,000 | 2.58% |
| NovaPoint Capital, LLC | 100,164 | $5,905,000 | 2.12% |
| Intrua Financial, LLC | 188,834 | $11,132,000 | 1.95% |
| Andesa Financial Management Inc. | 66,811 | $3,939,000 | 1.94% |
| WealthCare Investment Partners, LLC | 32,340 | $1,906,000 | 1.84% |
| Sweet Financial Partners, LLC | 70,661 | $4,165,000 | 1.73% |