SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 116 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 1.43 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,031,835 | +32.3% | 480,540 | +49.0% | 4.51% | +26.5% |
| Q2 2023 | $14,382,162 | +12.0% | 322,470 | +7.2% | 3.57% | +4.6% |
| Q1 2023 | $12,841,812 | +55.3% | 300,745 | +43.4% | 3.41% | +39.6% |
| Q4 2022 | $8,269,843 | -21.8% | 209,788 | -23.5% | 2.44% | -26.1% |
| Q3 2022 | $10,580,000 | +22.3% | 274,176 | +28.4% | 3.31% | +34.4% |
| Q2 2022 | $8,654,000 | – | 213,466 | – | 2.46% | – |
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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% |