SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 123 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $638,076 | -4.4% | 16,111 | +7.7% | 0.00% | – |
| Q2 2023 | $667,261 | -46.1% | 14,961 | -48.4% | 0.00% | – |
| Q1 2023 | $1,239,026 | +93.1% | 29,017 | +78.3% | 0.00% | – |
| Q4 2022 | $641,640 | -13.8% | 16,277 | -15.5% | 0.00% | – |
| Q3 2022 | $744,000 | -15.6% | 19,270 | -11.3% | 0.00% | – |
| Q2 2022 | $881,000 | -34.6% | 21,724 | -16.3% | 0.00% | – |
| Q1 2022 | $1,348,000 | -22.7% | 25,945 | -12.3% | 0.00% | – |
| Q4 2021 | $1,744,000 | -11.8% | 29,580 | -8.9% | 0.00% | -100.0% |
| Q3 2021 | $1,977,000 | +158.4% | 32,466 | +183.5% | 0.00% | – |
| Q2 2021 | $765,000 | +61.7% | 11,450 | +64.1% | 0.00% | – |
| Q1 2021 | $473,000 | +3841.7% | 6,976 | +2066.5% | 0.00% | – |
| Q2 2020 | $12,000 | +500.0% | 322 | +335.1% | 0.00% | – |
| Q1 2020 | $2,000 | -95.0% | 74 | -93.2% | 0.00% | – |
| Q4 2019 | $40,000 | – | 1,096 | – | 0.00% | – |
Download | ||||||
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% |