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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $596,000 | -81.1% | 10,106 | -80.5% | 0.02% | -84.7% |
| Q3 2021 | $3,155,000 | -8.2% | 51,802 | +0.8% | 0.12% | -11.9% |
| Q2 2021 | $3,436,000 | -28.4% | 51,399 | -27.4% | 0.13% | -40.2% |
| Q1 2021 | $4,797,000 | +15.0% | 70,845 | -2.1% | 0.22% | -22.2% |
| Q4 2020 | $4,172,000 | +48.2% | 72,395 | +10.2% | 0.29% | -23.4% |
| Q3 2020 | $2,816,000 | +24.7% | 65,721 | +8.3% | 0.38% | +22.5% |
| Q2 2020 | $2,259,000 | +59.5% | 60,680 | +22.0% | 0.31% | -26.9% |
| Q1 2020 | $1,416,000 | – | 49,721 | – | 0.42% | – |
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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% |