North Star Investment Management Corp. - SPDR SER TR ownership

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SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 103 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

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Quarter-by-quarter ownership
North Star Investment Management Corp. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$13,862
-11.2%
3500.0%0.00%0.0%
Q2 2023$15,610
+4.4%
3500.0%0.00%0.0%
Q1 2023$14,945
+8.3%
3500.0%0.00%0.0%
Q4 2022$13,797
-1.4%
3500.0%0.00%0.0%
Q3 2022$14,0000.0%3500.0%0.00%0.0%
Q2 2022$14,000
-22.2%
3500.0%0.00%0.0%
Q1 2022$18,000
-14.3%
3500.0%0.00%0.0%
Q4 2021$21,0000.0%3500.0%0.00%
-50.0%
Q3 2021$21,000
-8.7%
3500.0%0.00%0.0%
Q2 2021$23,000
-4.2%
3500.0%0.00%0.0%
Q1 2021$24,000
+20.0%
3500.0%0.00%0.0%
Q4 2020$20,000
+33.3%
3500.0%0.00%0.0%
Q3 2020$15,000
+15.4%
3500.0%0.00%0.0%
Q2 2020$13,000
+30.0%
3500.0%0.00%
+100.0%
Q1 2020$10,000
-23.1%
3500.0%0.00%0.0%
Q4 2019$13,000
+8.3%
3500.0%0.00%0.0%
Q3 2019$12,000
+9.1%
3500.0%0.00%0.0%
Q1 2019$11,000–350–0.00%–
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Other shareholders
SPDR SER TR shareholders Q1 2021
NameSharesValueWeighting ↓
Marquette Asset Management, LLC 480,540$19,031,8354.51%
Financial Engines Advisors L.L.C. 32,260,294$1,277,681,0703.36%
Towerpoint Wealth, LLC 79,233$3,138,0221.86%
Financial Guidance Group, Inc. 56,778$2,248,6891.69%
Heartwood Wealth Advisors LLC 287,864$11,400,8831.68%
PENOBSCOT WEALTH MANAGEMENT 43,691$1,7311.31%
NovaPoint Capital, LLC 80,822$3,200,9561.27%
Sweet Financial Partners, LLC 60,078$2,379,3810.63%
Lunt Capital Management, Inc. 28,143$1,114,6060.59%
Austin Wealth Management, LLC 38,189$1,584,8290.49%
View complete list of SPDR SER TR shareholders