SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 123 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $310,862 | +28237.5% | 6,970 | -72.9% | 0.01% | -71.4% |
| Q1 2023 | $1,097 | +20.9% | 25,691 | +11.6% | 0.04% | -7.9% |
| Q4 2022 | $907 | -99.9% | 23,015 | -27.5% | 0.04% | +90.0% |
| Q3 2022 | $1,225,000 | +506.4% | 31,742 | +536.6% | 0.02% | +300.0% |
| Q2 2022 | $202,000 | +431.6% | 4,986 | +580.2% | 0.01% | – |
| Q1 2022 | $38,000 | -50.6% | 733 | -44.1% | 0.00% | -100.0% |
| Q4 2021 | $77,000 | -90.8% | 1,312 | -89.5% | 0.00% | -95.5% |
| Q2 2021 | $837,000 | – | 12,516 | – | 0.02% | – |
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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% |