SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 133 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $307,544 | -78.8% | 6,213 | -79.4% | 0.01% | -80.8% |
| Q1 2024 | $1,450,137 | +2.5% | 30,161 | -0.4% | 0.03% | -3.7% |
| Q4 2023 | $1,414,139 | +25.0% | 30,281 | +1.7% | 0.03% | +8.0% |
| Q3 2023 | $1,131,352 | -11.5% | 29,765 | +3.9% | 0.02% | -3.8% |
| Q2 2023 | $1,278,238 | +9.3% | 28,660 | +3.5% | 0.03% | +13.0% |
| Q1 2023 | $1,168,979 | +11.3% | 27,688 | +6.3% | 0.02% | +9.5% |
| Q4 2022 | $1,049,848 | +68.8% | 26,038 | +59.7% | 0.02% | +50.0% |
| Q3 2022 | $622,000 | -8.0% | 16,303 | +2.0% | 0.01% | -6.7% |
| Q2 2022 | $676,000 | +14.6% | 15,991 | +33.4% | 0.02% | +25.0% |
| Q1 2022 | $590,000 | – | 11,988 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Planning Advisors, LLC | 616,888 | $32,060,000 | 6.86% |
| Sweet Financial Partners, LLC | 258,019 | $13,409,000 | 3.59% |
| Financial Engines Advisors L.L.C. | 23,925,401 | $1,243,403,000 | 3.32% |
| Intrua Financial, LLC | 327,388 | $17,014,000 | 3.04% |
| NovaPoint Capital, LLC | 104,824 | $5,448,000 | 1.98% |
| Concord Wealth Partners | 138,840 | $7,216,000 | 1.87% |
| Financial Guidance Group, Inc. | 47,163 | $2,451,000 | 1.68% |
| Bulltick Wealth Management, LLC | 136,442 | $7,090,891 | 1.60% |
| OneDigital Investment Advisors LLC | 785,053 | $40,799,000 | 1.54% |
| Andesa Financial Management Inc. | 53,518 | $2,786,000 | 1.50% |