SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 36 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $207,518 | -7.2% | 4,316 | -9.9% | 0.00% | -50.0% |
| Q4 2023 | $223,601 | +8.9% | 4,788 | -7.7% | 0.00% | 0.0% |
| Q3 2023 | $205,407 | -22.2% | 5,186 | -12.4% | 0.00% | 0.0% |
| Q2 2023 | $264,050 | -70.6% | 5,920 | -74.5% | 0.00% | -80.0% |
| Q3 2022 | $897,000 | +21.7% | 23,237 | +27.8% | 0.01% | +42.9% |
| Q2 2022 | $737,000 | -26.4% | 18,176 | -5.7% | 0.01% | -12.5% |
| Q1 2022 | $1,002,000 | -75.4% | 19,275 | -72.1% | 0.01% | -74.2% |
| Q4 2021 | $4,069,000 | -19.3% | 69,017 | -16.6% | 0.03% | -3.1% |
| Q3 2021 | $5,042,000 | +31.5% | 82,785 | +44.3% | 0.03% | -3.0% |
| Q2 2021 | $3,835,000 | -49.8% | 57,371 | -49.1% | 0.03% | -54.8% |
| Q1 2021 | $7,633,000 | +272.3% | 112,732 | +217.0% | 0.07% | +247.6% |
| Q4 2020 | $2,050,000 | +42.8% | 35,564 | +6.1% | 0.02% | +10.5% |
| Q3 2020 | $1,436,000 | +16.3% | 33,505 | +1.0% | 0.02% | +11.8% |
| Q2 2020 | $1,235,000 | +27.1% | 33,162 | -2.8% | 0.02% | -5.6% |
| Q1 2020 | $972,000 | +214.6% | 34,116 | +298.5% | 0.02% | +260.0% |
| Q4 2019 | $309,000 | – | 8,562 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Planning Advisors, LLC | 600,855 | $36,592,000 | 7.59% |
| Concord Wealth Partners | 225,135 | $13,711,000 | 5.62% |
| Corrigan Financial, Inc. | 248,840 | $15,154,346 | 4.63% |
| Sanchez Wealth Management Group | 123,553 | $7,524,000 | 3.38% |
| Financial Engines Advisors L.L.C. | 18,382,295 | $1,119,481,000 | 3.31% |
| Andesa Financial Management Inc. | 66,636 | $4,059,000 | 2.21% |
| NovaPoint Capital, LLC | 87,698 | $5,341,000 | 2.14% |
| Bulltick Wealth Management, LLC | 136,445 | $8,309,501 | 1.89% |
| Towerpoint Wealth, LLC | 51,725 | $3,150,000 | 1.57% |
| Mascoma Wealth Management LLC | 57,084 | $3,476,000 | 1.35% |