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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $297,949 | -31.4% | 7,335 | -29.4% | 0.06% | -38.0% |
| Q4 2022 | $434,064 | -96.9% | 10,389 | -97.2% | 0.10% | -97.3% |
| Q3 2022 | $14,148,000 | +1.2% | 366,633 | +6.3% | 3.77% | +26.6% |
| Q2 2022 | $13,984,000 | -17.8% | 344,946 | +5.4% | 2.98% | -2.3% |
| Q1 2022 | $17,014,000 | +52.8% | 327,388 | +73.4% | 3.04% | +56.5% |
| Q4 2021 | $11,132,000 | – | 188,834 | – | 1.95% | – |
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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% |