SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 103 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,129 | -11.2% | 281 | 0.0% | 0.00% | – |
| Q2 2023 | $12,533 | +25.4% | 281 | +20.1% | 0.00% | – |
| Q1 2023 | $9,992 | +153.5% | 234 | +134.0% | 0.00% | – |
| Q4 2022 | $3,942 | -98.8% | 100 | -98.8% | 0.00% | -100.0% |
| Q3 2022 | $331,000 | -29.4% | 8,587 | -25.8% | 0.01% | -33.3% |
| Q2 2022 | $469,000 | -41.2% | 11,567 | -24.6% | 0.01% | -25.0% |
| Q1 2022 | $798,000 | -16.2% | 15,351 | -4.9% | 0.01% | -14.3% |
| Q4 2021 | $952,000 | +21.4% | 16,141 | +25.4% | 0.01% | +7.7% |
| Q3 2021 | $784,000 | +42.0% | 12,876 | +56.0% | 0.01% | +44.4% |
| Q2 2021 | $552,000 | -99.9% | 8,253 | -47.1% | 0.01% | 0.0% |
| Q1 2021 | $1,056,140,000 | – | 15,598 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marquette Asset Management, LLC | 480,540 | $19,031,835 | 4.51% |
| Financial Engines Advisors L.L.C. | 32,260,294 | $1,277,681,070 | 3.36% |
| Towerpoint Wealth, LLC | 79,233 | $3,138,022 | 1.86% |
| Financial Guidance Group, Inc. | 56,778 | $2,248,689 | 1.69% |
| Heartwood Wealth Advisors LLC | 287,864 | $11,400,883 | 1.68% |
| PENOBSCOT WEALTH MANAGEMENT | 43,691 | $1,731 | 1.31% |
| NovaPoint Capital, LLC | 80,822 | $3,200,956 | 1.27% |
| Sweet Financial Partners, LLC | 60,078 | $2,379,381 | 0.63% |
| Lunt Capital Management, Inc. | 28,143 | $1,114,606 | 0.59% |
| Austin Wealth Management, LLC | 38,189 | $1,584,829 | 0.49% |