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 135 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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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 2022
NameSharesValueWeighting ↓
Capital Planning Advisors, LLC 612,454$36,104,0006.88%
Corrigan Financial, Inc. 252,887$14,907,7024.29%
Financial Engines Advisors L.L.C. 20,604,974$1,214,663,0003.23%
Concord Wealth Partners 195,263$11,511,0002.82%
Sanchez Wealth Management Group 103,817$6,120,0002.58%
NovaPoint Capital, LLC 100,164$5,905,0002.12%
Intrua Financial, LLC 188,834$11,132,0001.95%
Andesa Financial Management Inc. 66,811$3,939,0001.94%
WealthCare Investment Partners, LLC 32,340$1,906,0001.84%
Sweet Financial Partners, LLC 70,661$4,165,0001.73%
View complete list of SPDR SER TR shareholders