Moisand Fitzgerald Tamayo, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 121 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Moisand Fitzgerald Tamayo, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$18,0000.0%3020.0%0.01%
-16.7%
Q3 2021$18,000
-10.0%
3020.0%0.01%
-14.3%
Q2 2021$20,0000.0%3020.0%0.01%
-22.2%
Q1 2021$20,000
+17.6%
3020.0%0.01%
+12.5%
Q4 2020$17,000
+70.0%
302
+25.3%
0.01%
+60.0%
Q3 2020$10,0002410.01%
Other shareholders
SPDR SER TR shareholders Q2 2021
NameSharesValueWeighting ↓
Financial Engines Advisors L.L.C. 26,246,260$1,064,023,0003.24%
Intrua Financial, LLC 344,946$13,984,0002.98%
Marquette Asset Management, LLC 213,466$8,654,0002.46%
Financial Guidance Group, Inc. 52,463$2,127,0001.67%
PRW Wealth Management LLC 68,712$2,786,0001.64%
Concord Wealth Partners 140,771$5,707,0001.57%
NovaPoint Capital, LLC 85,768$3,477,0001.51%
Towerpoint Wealth, LLC 61,093$2,477,0001.48%
OneDigital Investment Advisors LLC 791,625$32,092,0001.38%
PENOBSCOT WEALTH MANAGEMENT 28,824$1,169,0001.14%
View complete list of SPDR SER TR shareholders