Bogart Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 117 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.50 and the average weighting 0.2%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$21,5645050.00%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Financial Engines Advisors L.L.C. 26,246,260$1,064,023,0003.24%
Intrua Financial, LLC 344,946$13,984,0002.98%
Marquette Asset Management, LLC 213,466$8,654,0002.46%
Financial Guidance Group, Inc. 52,463$2,127,0001.67%
PRW Wealth Management LLC 68,712$2,786,0001.64%
Concord Wealth Partners 140,771$5,707,0001.57%
NovaPoint Capital, LLC 85,768$3,477,0001.51%
Towerpoint Wealth, LLC 61,093$2,477,0001.48%
OneDigital Investment Advisors LLC 791,625$32,092,0001.38%
PENOBSCOT WEALTH MANAGEMENT 28,824$1,169,0001.14%
View complete list of SPDR SER TR shareholders