SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 159 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $928,347 | -9.8% | 23,440 | +1.5% | 0.02% | -11.1% |
| Q2 2023 | $1,029,751 | +113059.5% | 23,089 | +8.4% | 0.02% | -5.3% |
| Q1 2023 | $910 | -31.5% | 21,308 | -36.8% | 0.02% | -47.2% |
| Q4 2022 | $1,329 | -99.9% | 33,713 | +6.2% | 0.04% | -7.7% |
| Q3 2022 | $1,225,000 | -8.9% | 31,736 | -4.3% | 0.04% | -7.1% |
| Q2 2022 | $1,344,000 | -21.3% | 33,154 | +0.9% | 0.04% | -19.2% |
| Q1 2022 | $1,708,000 | +5.0% | 32,870 | +19.1% | 0.05% | +8.3% |
| Q4 2021 | $1,627,000 | 0.0% | 27,599 | +3.3% | 0.05% | -9.4% |
| Q3 2021 | $1,627,000 | +1.6% | 26,715 | +11.5% | 0.05% | -7.0% |
| Q2 2021 | $1,601,000 | +37.3% | 23,952 | +39.1% | 0.06% | +18.8% |
| Q1 2021 | $1,166,000 | +69.5% | 17,214 | +44.1% | 0.05% | +45.5% |
| Q4 2020 | $688,000 | – | 11,944 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Planning Advisors, LLC | 612,454 | $36,104,000 | 6.88% |
| Corrigan Financial, Inc. | 252,887 | $14,907,702 | 4.29% |
| Financial Engines Advisors L.L.C. | 20,604,974 | $1,214,663,000 | 3.23% |
| Concord Wealth Partners | 195,263 | $11,511,000 | 2.82% |
| Sanchez Wealth Management Group | 103,817 | $6,120,000 | 2.58% |
| NovaPoint Capital, LLC | 100,164 | $5,905,000 | 2.12% |
| Intrua Financial, LLC | 188,834 | $11,132,000 | 1.95% |
| Andesa Financial Management Inc. | 66,811 | $3,939,000 | 1.94% |
| WealthCare Investment Partners, LLC | 32,340 | $1,906,000 | 1.84% |
| Sweet Financial Partners, LLC | 70,661 | $4,165,000 | 1.73% |