SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 133 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $16,000 | -11.1% | 304 | +0.3% | 0.01% | 0.0% |
| Q4 2021 | $18,000 | 0.0% | 303 | +0.3% | 0.01% | -12.5% |
| Q3 2021 | $18,000 | -10.0% | 302 | 0.0% | 0.01% | -20.0% |
| Q2 2021 | $20,000 | -95.2% | 302 | -95.1% | 0.01% | -95.7% |
| Q1 2021 | $421,000 | +27.6% | 6,217 | +8.5% | 0.23% | +28.2% |
| Q4 2020 | $330,000 | – | 5,732 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Planning Advisors, LLC | 616,888 | $32,060,000 | 6.86% |
| Sweet Financial Partners, LLC | 258,019 | $13,409,000 | 3.59% |
| Financial Engines Advisors L.L.C. | 23,925,401 | $1,243,403,000 | 3.32% |
| Intrua Financial, LLC | 327,388 | $17,014,000 | 3.04% |
| NovaPoint Capital, LLC | 104,824 | $5,448,000 | 1.98% |
| Concord Wealth Partners | 138,840 | $7,216,000 | 1.87% |
| Financial Guidance Group, Inc. | 47,163 | $2,451,000 | 1.68% |
| OneDigital Investment Advisors LLC | 785,053 | $40,799,000 | 1.54% |
| Andesa Financial Management Inc. | 53,518 | $2,786,000 | 1.50% |
| Towerpoint Wealth, LLC | 57,397 | $2,983,000 | 1.48% |