SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 70 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |