SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 36 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $213,000 | -25.5% | 3,605 | -23.2% | 0.01% | -35.0% |
| Q3 2021 | $286,000 | -47.0% | 4,696 | -41.8% | 0.02% | -50.0% |
| Q2 2021 | $540,000 | +35.7% | 8,072 | +37.2% | 0.04% | +5.3% |
| Q1 2021 | $398,000 | +12.4% | 5,885 | -4.3% | 0.04% | +2.7% |
| Q4 2020 | $354,000 | +49.4% | 6,147 | +11.0% | 0.04% | +27.6% |
| Q3 2020 | $237,000 | +0.4% | 5,536 | -12.6% | 0.03% | -25.6% |
| Q2 2020 | $236,000 | +6.3% | 6,335 | -18.7% | 0.04% | -33.9% |
| Q1 2020 | $222,000 | -11.2% | 7,793 | +12.6% | 0.06% | +5.4% |
| Q4 2019 | $250,000 | – | 6,921 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | 26,246,260 | $1,064,023,000 | 3.24% |
| Intrua Financial, LLC | 344,946 | $13,984,000 | 2.98% |
| Marquette Asset Management, LLC | 213,466 | $8,654,000 | 2.46% |
| Financial Guidance Group, Inc. | 52,463 | $2,127,000 | 1.67% |
| PRW Wealth Management LLC | 68,712 | $2,786,000 | 1.64% |
| Concord Wealth Partners | 140,771 | $5,707,000 | 1.57% |
| NovaPoint Capital, LLC | 85,768 | $3,477,000 | 1.51% |
| Towerpoint Wealth, LLC | 61,093 | $2,477,000 | 1.48% |
| OneDigital Investment Advisors LLC | 791,625 | $32,092,000 | 1.38% |
| PENOBSCOT WEALTH MANAGEMENT | 28,824 | $1,169,000 | 1.14% |