SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 2 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $498,956 | -8.3% | 12,598 | +3.3% | 0.02% | -10.7% |
| Q2 2023 | $544,059 | +18.0% | 12,199 | +13.0% | 0.03% | +7.7% |
| Q1 2023 | $460,939 | +11.3% | 10,795 | +2.8% | 0.03% | 0.0% |
| Q4 2022 | $413,998 | -0.5% | 10,502 | -2.6% | 0.03% | -18.8% |
| Q3 2022 | $416,000 | +3.5% | 10,785 | +8.6% | 0.03% | -8.6% |
| Q2 2022 | $402,000 | -8.2% | 9,927 | +17.9% | 0.04% | +6.1% |
| Q1 2022 | $438,000 | +22.7% | 8,419 | +38.9% | 0.03% | +26.9% |
| Q4 2021 | $357,000 | – | 6,061 | – | 0.03% | – |
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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% |