SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 135 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $420,056 | -64.7% | 10,606 | -60.2% | 0.01% | -64.1% |
| Q2 2023 | $1,189,685 | -49.3% | 26,675 | -51.5% | 0.04% | -54.1% |
| Q1 2023 | $2,346,892 | -16.3% | 54,962 | -22.7% | 0.08% | -15.8% |
| Q4 2022 | $2,804,235 | -9.5% | 71,137 | -11.4% | 0.10% | -24.6% |
| Q3 2022 | $3,098,000 | +517.1% | 80,291 | +548.0% | 0.13% | +737.5% |
| Q2 2022 | $502,000 | -12.2% | 12,391 | +27.7% | 0.02% | -71.4% |
| Q4 2021 | $572,000 | +107.2% | 9,707 | +114.2% | 0.06% | +93.1% |
| Q3 2021 | $276,000 | -8.9% | 4,532 | 0.0% | 0.03% | +3.6% |
| Q2 2021 | $303,000 | – | 4,532 | – | 0.03% | – |
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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% |