SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 116 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 3.33 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $157,772 | -46.6% | 3,984 | -50.0% | 0.01% | +16.7% |
| Q2 2023 | $295,521 | +404.9% | 7,962 | +303.1% | 0.01% | +100.0% |
| Q1 2023 | $58,525 | +731462.5% | 1,975 | +642.5% | 0.00% | – |
| Q4 2022 | $8 | -99.9% | 266 | 0.0% | 0.00% | – |
| Q3 2022 | $8,000 | 0.0% | 266 | 0.0% | 0.00% | – |
| Q2 2022 | $8,000 | -38.5% | 266 | -38.4% | 0.00% | – |
| Q1 2022 | $13,000 | +30.0% | 432 | +160.2% | 0.00% | – |
| Q4 2021 | $10,000 | 0.0% | 166 | 0.0% | 0.00% | – |
| Q3 2021 | $10,000 | – | 166 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marquette Asset Management, LLC | 480,540 | $19,031,835 | 4.51% |
| Financial Engines Advisors L.L.C. | 32,260,294 | $1,277,681,070 | 3.36% |
| Towerpoint Wealth, LLC | 79,233 | $3,138,022 | 1.86% |
| Financial Guidance Group, Inc. | 56,778 | $2,248,689 | 1.69% |
| Heartwood Wealth Advisors LLC | 287,864 | $11,400,883 | 1.68% |
| PENOBSCOT WEALTH MANAGEMENT | 43,691 | $1,731 | 1.31% |
| NovaPoint Capital, LLC | 80,822 | $3,200,956 | 1.27% |
| Sweet Financial Partners, LLC | 60,078 | $2,379,381 | 0.63% |
| Lunt Capital Management, Inc. | 28,143 | $1,114,606 | 0.59% |
| Austin Wealth Management, LLC | 38,189 | $1,584,829 | 0.49% |