SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 133 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,723,000 | -4.9% | 44,638 | -0.1% | 0.39% | +17.0% |
| Q2 2022 | $1,811,000 | -3.9% | 44,684 | +23.2% | 0.34% | +10.9% |
| Q1 2022 | $1,885,000 | -13.4% | 36,270 | -1.8% | 0.30% | -8.5% |
| Q4 2021 | $2,177,000 | -1.7% | 36,928 | +1.6% | 0.33% | -9.3% |
| Q3 2021 | $2,214,000 | +4.8% | 36,361 | +15.1% | 0.36% | +4.3% |
| Q2 2021 | $2,113,000 | +0.8% | 31,602 | +2.1% | 0.35% | -7.9% |
| Q1 2021 | $2,096,000 | – | 30,952 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marquette Asset Management, LLC | 480,540 | $19,031,835 | 4.51% |
| Financial Engines Advisors L.L.C. | 32,260,294 | $1,277,681,070 | 3.36% |
| Towerpoint Wealth, LLC | 79,233 | $3,138,022 | 1.86% |
| Financial Guidance Group, Inc. | 56,778 | $2,248,689 | 1.69% |
| Heartwood Wealth Advisors LLC | 287,864 | $11,400,883 | 1.68% |
| PENOBSCOT WEALTH MANAGEMENT | 43,691 | $1,731 | 1.31% |
| NovaPoint Capital, LLC | 80,822 | $3,200,956 | 1.27% |
| Sweet Financial Partners, LLC | 60,078 | $2,379,381 | 0.63% |
| Lunt Capital Management, Inc. | 28,143 | $1,114,606 | 0.59% |
| Austin Wealth Management, LLC | 38,189 | $1,584,829 | 0.49% |