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 | $596,323 | -8.4% | 15,057 | +3.2% | 0.05% | +8.0% |
| Q2 2023 | $650,849 | -9.0% | 14,593 | -12.9% | 0.05% | -16.7% |
| Q1 2023 | $715,057 | +14.0% | 16,746 | +5.2% | 0.06% | -1.6% |
| Q4 2022 | $627,198 | -10.5% | 15,911 | -12.4% | 0.06% | -23.8% |
| Q3 2022 | $701,000 | -41.7% | 18,159 | -38.8% | 0.08% | -41.2% |
| Q2 2022 | $1,202,000 | -1.4% | 29,648 | +26.3% | 0.14% | +11.5% |
| Q1 2022 | $1,219,000 | +120.0% | 23,465 | +149.8% | 0.12% | +121.8% |
| Q4 2021 | $554,000 | +62.9% | 9,393 | +68.4% | 0.06% | +44.7% |
| Q3 2021 | $340,000 | +61.9% | 5,579 | +79.9% | 0.04% | +40.7% |
| Q1 2021 | $210,000 | -8.7% | 3,102 | -22.4% | 0.03% | -30.8% |
| Q4 2020 | $230,000 | +10.6% | 3,997 | -12.5% | 0.04% | -2.5% |
| Q3 2020 | $208,000 | – | 4,568 | – | 0.04% | – |
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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% |