SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 123 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,741 | -13.3% | 45 | 0.0% | 0.00% | – |
| Q2 2023 | $2,007 | +10.5% | 45 | 0.0% | 0.00% | – |
| Q1 2023 | $1,817 | -99.6% | 45 | -99.6% | 0.00% | -100.0% |
| Q4 2022 | $487,901 | -3.4% | 12,377 | +2.1% | 0.03% | -10.5% |
| Q3 2022 | $505,000 | +27.8% | 12,118 | +24.3% | 0.04% | +18.8% |
| Q2 2022 | $395,000 | +25.8% | 9,749 | +32.0% | 0.03% | +28.0% |
| Q1 2022 | $314,000 | – | 7,384 | – | 0.02% | – |
Download | ||||||
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% |