SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 103 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $861,926 | -10.6% | 21,763 | -11.0% | 0.00% | – |
| Q4 2022 | $964,056 | +305.1% | 24,456 | +297.1% | 0.00% | – |
| Q3 2022 | $238,000 | -89.8% | 6,159 | -84.4% | 0.00% | -100.0% |
| Q4 2021 | $2,326,000 | -11.7% | 39,463 | -13.6% | 0.00% | 0.0% |
| Q4 2020 | $2,633,000 | +41.3% | 45,674 | +5.1% | 0.00% | 0.0% |
| Q3 2020 | $1,863,000 | +65.3% | 43,462 | +9.8% | 0.00% | 0.0% |
| Q1 2020 | $1,127,000 | +11.4% | 39,570 | +41.1% | 0.00% | 0.0% |
| Q4 2019 | $1,012,000 | -43.6% | 28,051 | -48.1% | 0.00% | -66.7% |
| Q3 2019 | $1,793,000 | +91.4% | 54,070 | +92.3% | 0.00% | +50.0% |
| Q2 2019 | $937,000 | -74.1% | 28,116 | -79.4% | 0.00% | -75.0% |
| Q4 2018 | $3,618,000 | – | 136,356 | – | 0.01% | – |
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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% |