Realta Investment Advisors - SPDR SER TR ownership

SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 113 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.50 and the average weighting 0.2%.

Quarter-by-quarter ownership
Realta Investment Advisors ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$67,5220.0%1,5140.0%0.02%
+6.7%
Q2 2023$67,522
-31.8%
1,514
-39.7%
0.02%
-37.5%
Q4 2022$98,948
+2.0%
2,510
+0.1%
0.02%
-4.0%
Q3 2022$97,0002,5080.02%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Capital Planning Advisors, LLC 612,454$36,104,0006.88%
Corrigan Financial, Inc. 252,887$14,907,7024.29%
Financial Engines Advisors L.L.C. 20,604,974$1,214,663,0003.23%
Concord Wealth Partners 195,263$11,511,0002.82%
Sanchez Wealth Management Group 103,817$6,120,0002.58%
NovaPoint Capital, LLC 100,164$5,905,0002.12%
Intrua Financial, LLC 188,834$11,132,0001.95%
Andesa Financial Management Inc. 66,811$3,939,0001.94%
WealthCare Investment Partners, LLC 32,340$1,906,0001.84%
Sweet Financial Partners, LLC 70,661$4,165,0001.73%
View complete list of SPDR SER TR shareholders