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 | $74,121 | -11.0% | 1,872 | +0.2% | 0.00% | 0.0% |
| Q2 2023 | $83,320 | +4.7% | 1,868 | +0.2% | 0.00% | 0.0% |
| Q1 2023 | $79,606 | +42.5% | 1,864 | -43.1% | 0.00% | -50.0% |
| Q4 2022 | $55,865 | -92.2% | 3,277 | -82.4% | 0.00% | -83.3% |
| Q3 2022 | $717,000 | +14.5% | 18,585 | +20.4% | 0.01% | +20.0% |
| Q2 2022 | $626,000 | -48.8% | 15,430 | -34.4% | 0.01% | -50.0% |
| Q1 2022 | $1,222,000 | +193.8% | 23,514 | +233.2% | 0.02% | +233.3% |
| Q4 2021 | $416,000 | -0.7% | 7,058 | +2.5% | 0.01% | -40.0% |
| Q3 2021 | $419,000 | -20.6% | 6,886 | -12.9% | 0.01% | -28.6% |
| Q2 2021 | $528,000 | -88.2% | 7,902 | -88.0% | 0.01% | -89.5% |
| Q1 2021 | $4,477,000 | +27.9% | 66,112 | +8.9% | 0.13% | +15.7% |
| Q4 2020 | $3,500,000 | +221.1% | 60,715 | +138.7% | 0.12% | +202.6% |
| Q3 2020 | $1,090,000 | +7.6% | 25,435 | -6.5% | 0.04% | -5.0% |
| Q2 2020 | $1,013,000 | +313.5% | 27,198 | +216.5% | 0.04% | +233.3% |
| Q1 2020 | $245,000 | – | 8,593 | – | 0.01% | – |
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% |