SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 135 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,074,982 | -15.8% | 52,392 | -5.1% | 0.10% | -13.6% |
| Q2 2023 | $2,462,946 | -4.0% | 55,223 | -8.0% | 0.11% | 0.0% |
| Q1 2023 | $2,564,297 | -2.7% | 60,054 | -10.1% | 0.11% | -12.7% |
| Q4 2022 | $2,634,617 | -1.0% | 66,835 | -3.0% | 0.13% | -17.1% |
| Q3 2022 | $2,660,000 | +11.0% | 68,925 | +16.6% | 0.15% | +4.8% |
| Q2 2022 | $2,396,000 | +99.2% | 59,096 | +155.3% | 0.14% | +98.6% |
| Q1 2022 | $1,203,000 | +14.8% | 23,146 | +30.2% | 0.07% | +15.9% |
| Q4 2021 | $1,048,000 | +38.6% | 17,779 | +43.3% | 0.06% | +28.6% |
| Q3 2021 | $756,000 | – | 12,411 | – | 0.05% | – |
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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% |