SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 138 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,813,000 | +24.1% | 56,558 | +47.1% | 0.35% | +30.7% |
| Q4 2021 | $2,267,000 | -2.7% | 38,451 | +0.5% | 0.27% | -10.0% |
| Q3 2021 | $2,330,000 | -13.3% | 38,264 | -4.8% | 0.30% | -12.8% |
| Q2 2021 | $2,687,000 | +224.9% | 40,198 | +229.1% | 0.34% | +204.4% |
| Q1 2021 | $827,000 | – | 12,216 | – | 0.11% | – |
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% |