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 | $3,287 | -11.2% | 83 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,702 | +4.5% | 83 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $3,544 | +10.6% | 83 | 0.0% | 0.00% | -50.0% |
| Q4 2022 | $3,203 | +6.8% | 83 | 0.0% | 0.00% | +100.0% |
| Q3 2022 | $3,000 | 0.0% | 83 | 0.0% | 0.00% | -50.0% |
| Q2 2022 | $3,000 | -25.0% | 83 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | -20.0% | 83 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $5,000 | 0.0% | 83 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 83 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | -16.7% | 83 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $6,000 | +20.0% | 83 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $5,000 | – | 83 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | 31,645,327 | $1,411,381,591 | 3.58% |
| Marquette Asset Management, LLC | 322,470 | $14,382,162 | 3.57% |
| Financial Guidance Group, Inc. | 58,487 | $2,608,510 | 1.92% |
| Heartwood Wealth Advisors LLC | 286,676 | $12,785,750 | 1.81% |
| Towerpoint Wealth, LLC | 69,415 | $3,095,887 | 1.74% |
| NovaPoint Capital, LLC | 82,950 | $3,699,569 | 1.38% |
| PENOBSCOT WEALTH MANAGEMENT | 41,758 | $1,862 | 1.36% |
| Sweet Financial Partners, LLC | 60,321 | $2,690,300 | 0.70% |
| ASB Consultores, LLC | 32,009 | $1,427,601 | 0.69% |
| Lunt Capital Management, Inc. | 27,921 | $1,245,277 | 0.67% |