SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 70 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,203,000 | +6.3% | 106,134 | +19.7% | 0.01% | 0.0% |
| Q2 2023 | $3,953,000 | +9.0% | 88,672 | +4.4% | 0.01% | 0.0% |
| Q1 2023 | $3,626,000 | +30.4% | 84,969 | +20.3% | 0.01% | +33.3% |
| Q4 2022 | $2,781,000 | +10.8% | 70,607 | +8.9% | 0.01% | -14.3% |
| Q3 2022 | $2,509,000 | -9.6% | 64,809 | -5.3% | 0.01% | 0.0% |
| Q2 2022 | $2,774,000 | -20.9% | 68,434 | +1.5% | 0.01% | -12.5% |
| Q1 2022 | $3,507,000 | +4.9% | 67,435 | +18.8% | 0.01% | +14.3% |
| Q4 2021 | $3,342,000 | +8.3% | 56,776 | +12.1% | 0.01% | -12.5% |
| Q3 2021 | $3,085,000 | -5.7% | 50,630 | +3.6% | 0.01% | -11.1% |
| Q2 2021 | $3,270,000 | +216.9% | 48,888 | +220.6% | 0.01% | +200.0% |
| Q1 2021 | $1,032,000 | +121.5% | 15,247 | +88.9% | 0.00% | +50.0% |
| Q4 2020 | $466,000 | +56.9% | 8,070 | +15.9% | 0.00% | +100.0% |
| Q3 2020 | $297,000 | -1.0% | 6,960 | -14.1% | 0.00% | -50.0% |
| Q2 2020 | $300,000 | +9.5% | 8,100 | -15.5% | 0.00% | 0.0% |
| Q1 2020 | $274,000 | – | 9,582 | – | 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% |