SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 163 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $63,878 | -1.4% | 1,387 | 0.0% | 0.01% | -10.0% |
| Q1 2024 | $64,766 | -71.5% | 1,387 | -63.9% | 0.01% | -80.4% |
| Q4 2021 | $227,000 | -34.2% | 3,846 | -25.6% | 0.05% | -64.6% |
| Q1 2021 | $345,000 | +15.8% | 5,172 | 0.0% | 0.14% | +5.9% |
| Q4 2020 | $298,000 | +24.7% | 5,172 | -5.6% | 0.14% | +3.8% |
| Q3 2020 | $239,000 | – | 5,481 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Planning Advisors, LLC | 600,855 | $36,592,000 | 7.59% |
| Concord Wealth Partners | 225,135 | $13,711,000 | 5.62% |
| Corrigan Financial, Inc. | 248,840 | $15,154,346 | 4.63% |
| Sanchez Wealth Management Group | 123,553 | $7,524,000 | 3.38% |
| Financial Engines Advisors L.L.C. | 18,382,295 | $1,119,481,000 | 3.31% |
| Andesa Financial Management Inc. | 66,636 | $4,059,000 | 2.21% |
| NovaPoint Capital, LLC | 87,698 | $5,341,000 | 2.14% |
| Bulltick Wealth Management, LLC | 136,445 | $8,309,501 | 1.89% |
| Towerpoint Wealth, LLC | 51,725 | $3,150,000 | 1.57% |
| Mascoma Wealth Management LLC | 57,084 | $3,476,000 | 1.35% |