SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 113 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.50 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 ↓ |
|---|---|---|---|
| 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% |