Avidian Wealth Solutions, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 159 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Avidian Wealth Solutions, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2021$5,007,000
-60.1%
82,222
-56.2%
0.38%
-60.4%
Q2 2021$12,537,000
+18.2%
187,541
+19.7%
0.96%
+6.4%
Q1 2021$10,608,000156,6640.90%
Other shareholders
SPDR SER TR shareholders Q4 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