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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $172,088 | -21.8% | 4,345 | -11.9% | 0.01% | -14.3% |
| Q2 2023 | $220,052 | +4.2% | 4,933 | -0.2% | 0.01% | 0.0% |
| Q1 2023 | $211,120 | +2.8% | 4,944 | -5.1% | 0.01% | -22.2% |
| Q4 2022 | $205,422 | -11.1% | 5,211 | -12.8% | 0.01% | -18.2% |
| Q3 2022 | $231,000 | -13.2% | 5,979 | -8.8% | 0.01% | -8.3% |
| Q2 2022 | $266,000 | -35.0% | 6,555 | -15.4% | 0.01% | -25.0% |
| Q1 2022 | $409,000 | +13.3% | 7,751 | +26.6% | 0.02% | +23.1% |
| Q4 2021 | $361,000 | +165.4% | 6,124 | +173.9% | 0.01% | +160.0% |
| Q3 2021 | $136,000 | +88.9% | 2,236 | +107.6% | 0.01% | +66.7% |
| Q2 2021 | $72,000 | +1340.0% | 1,077 | +1280.8% | 0.00% | – |
| Q1 2021 | $5,000 | -85.3% | 78 | -92.4% | 0.00% | -100.0% |
| Q3 2019 | $34,000 | – | 1,030 | – | 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% |