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 | $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 ↓ |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | 26,246,260 | $1,064,023,000 | 3.24% |
| Intrua Financial, LLC | 344,946 | $13,984,000 | 2.98% |
| Marquette Asset Management, LLC | 213,466 | $8,654,000 | 2.46% |
| Financial Guidance Group, Inc. | 52,463 | $2,127,000 | 1.67% |
| PRW Wealth Management LLC | 68,712 | $2,786,000 | 1.64% |
| Concord Wealth Partners | 140,771 | $5,707,000 | 1.57% |
| NovaPoint Capital, LLC | 85,768 | $3,477,000 | 1.51% |
| Towerpoint Wealth, LLC | 61,093 | $2,477,000 | 1.48% |
| OneDigital Investment Advisors LLC | 791,625 | $32,092,000 | 1.38% |
| PENOBSCOT WEALTH MANAGEMENT | 28,824 | $1,169,000 | 1.14% |