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 | $734 | -10.9% | 19 | +5.6% | 0.00% | 0.0% |
Q2 2023 | $824 | +4.8% | 18 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $786 | +8.6% | 18 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $724 | -27.6% | 18 | 0.0% | 0.00% | -50.0% |
Q3 2022 | $1,000 | 0.0% | 18 | -50.0% | 0.00% | 0.0% |
Q2 2022 | $1,000 | -50.0% | 36 | 0.0% | 0.00% | -33.3% |
Q1 2022 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $2,000 | – | 36 | – | 0.00% | – |
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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% |