SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 70 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19 | +58.3% | 491 | +63.7% | 0.00% | 0.0% |
| Q4 2022 | $12 | -100.0% | 300 | -81.8% | 0.00% | -75.0% |
| Q3 2022 | $64,000 | -4.5% | 1,650 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $67,000 | -22.1% | 1,650 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $86,000 | +1.2% | 1,650 | +13.8% | 0.01% | 0.0% |
| Q4 2021 | $85,000 | +11.8% | 1,450 | +16.0% | 0.01% | 0.0% |
| Q3 2021 | $76,000 | +8.6% | 1,250 | +19.0% | 0.01% | 0.0% |
| Q2 2021 | $70,000 | +6.1% | 1,050 | +7.1% | 0.01% | 0.0% |
| Q1 2021 | $66,000 | +842.9% | 980 | +677.8% | 0.01% | +400.0% |
| Q4 2020 | $7,000 | +40.0% | 126 | 0.0% | 0.00% | – |
| Q3 2020 | $5,000 | – | 126 | – | 0.00% | – |
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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% |