SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 104 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $21,561 | -4.2% | 468 | 0.0% | 0.01% | -14.3% |
| Q1 2024 | $22,501 | -5.5% | 468 | -8.2% | 0.01% | -12.5% |
| Q4 2023 | $23,817 | +17.9% | 510 | 0.0% | 0.01% | +14.3% |
| Q3 2023 | $20,199 | -3.2% | 510 | +9.0% | 0.01% | 0.0% |
| Q2 2023 | $20,873 | +5.4% | 468 | +0.9% | 0.01% | 0.0% |
| Q1 2023 | $19,813 | +109972.2% | 464 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $18 | -99.9% | 464 | -1.7% | 0.01% | -12.5% |
| Q3 2022 | $18,000 | -5.3% | 472 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $19,000 | -17.4% | 472 | +8.8% | 0.01% | 0.0% |
| Q1 2022 | $23,000 | +21.1% | 434 | +32.7% | 0.01% | +14.3% |
| Q4 2021 | $19,000 | -5.0% | 327 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $20,000 | -9.1% | 327 | 0.0% | 0.01% | -20.0% |
| Q2 2021 | $22,000 | 0.0% | 327 | 0.0% | 0.01% | -9.1% |
| Q1 2021 | $22,000 | -4.3% | 327 | -18.5% | 0.01% | -21.4% |
| Q4 2020 | $23,000 | +53.3% | 401 | +12.6% | 0.01% | +27.3% |
| Q3 2020 | $15,000 | – | 356 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Planning Advisors, LLC | 600,855 | $36,592,000 | 7.59% |
| Concord Wealth Partners | 225,135 | $13,711,000 | 5.62% |
| Corrigan Financial, Inc. | 248,840 | $15,154,346 | 4.63% |
| Sanchez Wealth Management Group | 123,553 | $7,524,000 | 3.38% |
| Financial Engines Advisors L.L.C. | 18,382,295 | $1,119,481,000 | 3.31% |
| Andesa Financial Management Inc. | 66,636 | $4,059,000 | 2.21% |
| NovaPoint Capital, LLC | 87,698 | $5,341,000 | 2.14% |
| Bulltick Wealth Management, LLC | 136,445 | $8,309,501 | 1.89% |
| Towerpoint Wealth, LLC | 51,725 | $3,150,000 | 1.57% |
| Mascoma Wealth Management LLC | 57,084 | $3,476,000 | 1.35% |