SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 125 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $3,318 | +3.0% | 69 | 0.0% | 0.00% | – |
| Q4 2023 | $3,222 | +17.9% | 69 | 0.0% | 0.00% | – |
| Q3 2023 | $2,733 | -11.2% | 69 | 0.0% | 0.00% | – |
| Q2 2023 | $3,077 | +4.4% | 69 | 0.0% | 0.00% | – |
| Q1 2023 | $2,946 | +8.3% | 69 | 0.0% | 0.00% | – |
| Q4 2022 | $2,720 | -9.3% | 69 | 0.0% | 0.00% | – |
| Q3 2022 | $3,000 | – | 69 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | 26,246,260 | $1,064,023,000 | 3.24% |
| Intrua Financial, LLC | 344,946 | $13,984,000 | 2.98% |
| Marquette Asset Management, LLC | 213,466 | $8,654,000 | 2.46% |
| Financial Guidance Group, Inc. | 52,463 | $2,127,000 | 1.67% |
| PRW Wealth Management LLC | 68,712 | $2,786,000 | 1.64% |
| Concord Wealth Partners | 140,771 | $5,707,000 | 1.57% |
| NovaPoint Capital, LLC | 85,768 | $3,477,000 | 1.51% |
| Towerpoint Wealth, LLC | 61,093 | $2,477,000 | 1.48% |
| OneDigital Investment Advisors LLC | 791,625 | $32,092,000 | 1.38% |
| PENOBSCOT WEALTH MANAGEMENT | 28,824 | $1,169,000 | 1.14% |