Kozak & Associates, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 135 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Kozak & Associates, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$10,000
-16.7%
2350.0%0.01%
-12.5%
Q1 2022$12,0000.0%2350.0%0.01%0.0%
Q4 2021$12,000
-25.0%
2350.0%0.01%
-11.1%
Q3 2021$16,0002350.01%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Capital Planning Advisors, LLC 616,888$32,060,0006.86%
Sweet Financial Partners, LLC 258,019$13,409,0003.59%
Financial Engines Advisors L.L.C. 23,925,401$1,243,403,0003.32%
Intrua Financial, LLC 327,388$17,014,0003.04%
NovaPoint Capital, LLC 104,824$5,448,0001.98%
Concord Wealth Partners 138,840$7,216,0001.87%
Financial Guidance Group, Inc. 47,163$2,451,0001.68%
OneDigital Investment Advisors LLC 785,053$40,799,0001.54%
Andesa Financial Management Inc. 53,518$2,786,0001.50%
Towerpoint Wealth, LLC 57,397$2,983,0001.48%
View complete list of SPDR SER TR shareholders