SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 159 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,886 | -35.2% | 91 | -35.0% | 0.00% | -100.0% |
| Q2 2022 | $6,000 | -14.3% | 140 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | +75.0% | 140 | +100.0% | 0.00% | – |
| Q4 2021 | $4,000 | 0.0% | 70 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $4,000 | -20.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | -85.7% | 70 | -86.3% | 0.00% | -80.0% |
| Q1 2021 | $35,000 | – | 510 | – | 0.01% | – |
Download | ||||||
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% |