BerganKDV Wealth Management, LLC - SPDR SER TR ownership

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
BerganKDV Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$61,000
-24.7%
1,5680.0%0.01%
-22.2%
Q1 2022$81,000
-12.0%
1,5680.0%0.01%
-10.0%
Q4 2021$92,000
-3.2%
1,5680.0%0.01%
-9.1%
Q3 2021$95,0001,5680.01%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Marquette Asset Management, LLC 480,540$19,031,8354.51%
Financial Engines Advisors L.L.C. 32,260,294$1,277,681,0703.36%
Towerpoint Wealth, LLC 79,233$3,138,0221.86%
Financial Guidance Group, Inc. 56,778$2,248,6891.69%
Heartwood Wealth Advisors LLC 287,864$11,400,8831.68%
PENOBSCOT WEALTH MANAGEMENT 43,691$1,7311.31%
NovaPoint Capital, LLC 80,822$3,200,9561.27%
Sweet Financial Partners, LLC 60,078$2,379,3810.63%
Lunt Capital Management, Inc. 28,143$1,114,6060.59%
Austin Wealth Management, LLC 38,189$1,584,8290.49%
View complete list of SPDR SER TR shareholders