SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 48 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,547,000 | +1.2% | 25,856 | +3.0% | 0.08% | -3.5% |
| Q3 2021 | $1,528,000 | -6.1% | 25,099 | +3.0% | 0.08% | -7.6% |
| Q2 2021 | $1,628,000 | -6.1% | 24,359 | -4.9% | 0.09% | -14.0% |
| Q1 2021 | $1,734,000 | -59.9% | 25,618 | -65.8% | 0.11% | -62.8% |
| Q4 2020 | $4,323,000 | +15.9% | 75,006 | -13.9% | 0.29% | 0.0% |
| Q3 2020 | $3,731,000 | +33.1% | 87,066 | +15.6% | 0.29% | +23.1% |
| Q2 2020 | $2,804,000 | +36.7% | 75,326 | +4.6% | 0.23% | +16.4% |
| Q1 2020 | $2,051,000 | -24.4% | 72,022 | -4.3% | 0.20% | -6.9% |
| Q4 2019 | $2,714,000 | +263.3% | 75,246 | +233.9% | 0.22% | +232.3% |
| Q3 2019 | $747,000 | – | 22,536 | – | 0.06% | – |
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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% |