SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 116 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 3.33 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,534 | +19.4% | 367 | +34.4% | 0.00% | – |
| Q2 2023 | $12,176 | +256.4% | 273 | +241.2% | 0.00% | – |
| Q1 2023 | $3,416 | -15.0% | 80 | -21.6% | 0.00% | – |
| Q4 2022 | $4,021 | -80.9% | 102 | -81.6% | 0.00% | – |
| Q3 2022 | $21,000 | -32.3% | 554 | -28.1% | 0.00% | – |
| Q2 2022 | $31,000 | -75.2% | 771 | -68.0% | 0.00% | – |
| Q1 2022 | $125,000 | -27.7% | 2,413 | -18.2% | 0.00% | – |
| Q4 2021 | $173,000 | +6.1% | 2,950 | +10.4% | 0.00% | – |
| Q3 2021 | $163,000 | +11.6% | 2,673 | +22.2% | 0.00% | – |
| Q2 2021 | $146,000 | +67.8% | 2,187 | +70.7% | 0.00% | – |
| Q1 2021 | $87,000 | -96.0% | 1,281 | -96.6% | 0.00% | -100.0% |
| Q4 2020 | $2,202,000 | +31357.1% | 38,201 | +23775.6% | 0.01% | – |
| Q3 2020 | $7,000 | +600.0% | 160 | +290.2% | 0.00% | – |
| Q4 2019 | $1,000 | – | 41 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marquette Asset Management, LLC | 480,540 | $19,031,835 | 4.51% |
| Financial Engines Advisors L.L.C. | 32,260,294 | $1,277,681,070 | 3.36% |
| Towerpoint Wealth, LLC | 79,233 | $3,138,022 | 1.86% |
| Financial Guidance Group, Inc. | 56,778 | $2,248,689 | 1.69% |
| Heartwood Wealth Advisors LLC | 287,864 | $11,400,883 | 1.68% |
| PENOBSCOT WEALTH MANAGEMENT | 43,691 | $1,731 | 1.31% |
| NovaPoint Capital, LLC | 80,822 | $3,200,956 | 1.27% |
| Sweet Financial Partners, LLC | 60,078 | $2,379,381 | 0.63% |
| Lunt Capital Management, Inc. | 28,143 | $1,114,606 | 0.59% |
| Austin Wealth Management, LLC | 38,189 | $1,584,829 | 0.49% |