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 ↓ |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | 31,645,327 | $1,411,381,591 | 3.58% |
| Marquette Asset Management, LLC | 322,470 | $14,382,162 | 3.57% |
| Financial Guidance Group, Inc. | 58,487 | $2,608,510 | 1.92% |
| Heartwood Wealth Advisors LLC | 286,676 | $12,785,750 | 1.81% |
| Towerpoint Wealth, LLC | 69,415 | $3,095,887 | 1.74% |
| NovaPoint Capital, LLC | 82,950 | $3,699,569 | 1.38% |
| PENOBSCOT WEALTH MANAGEMENT | 41,758 | $1,862 | 1.36% |
| Sweet Financial Partners, LLC | 60,321 | $2,690,300 | 0.70% |
| ASB Consultores, LLC | 32,009 | $1,427,601 | 0.69% |
| Lunt Capital Management, Inc. | 27,921 | $1,245,277 | 0.67% |