SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 135 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
Download | ||||||
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% |