SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 135 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $578,403 | +1.3% | 14,673 | -0.8% | 0.08% | -13.0% |
| Q3 2022 | $571,000 | -5.8% | 14,791 | -1.1% | 0.09% | -1.1% |
| Q2 2022 | $606,000 | -24.5% | 14,956 | -3.2% | 0.09% | -13.9% |
| Q1 2022 | $803,000 | +7.5% | 15,457 | +22.0% | 0.11% | +9.1% |
| Q4 2021 | $747,000 | +13.4% | 12,673 | +23.2% | 0.10% | +11.2% |
| Q3 2021 | $659,000 | – | 10,288 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marquette Asset Management, LLC | 480,540 | $19,031,835 | 4.51% |
| Financial Engines Advisors L.L.C. | 32,260,294 | $1,277,681,070 | 3.36% |
| Towerpoint Wealth, LLC | 79,233 | $3,138,022 | 1.86% |
| Financial Guidance Group, Inc. | 56,778 | $2,248,689 | 1.69% |
| Heartwood Wealth Advisors LLC | 287,864 | $11,400,883 | 1.68% |
| PENOBSCOT WEALTH MANAGEMENT | 43,691 | $1,731 | 1.31% |
| NovaPoint Capital, LLC | 80,822 | $3,200,956 | 1.27% |
| Sweet Financial Partners, LLC | 60,078 | $2,379,381 | 0.63% |
| Lunt Capital Management, Inc. | 28,143 | $1,114,606 | 0.59% |
| Austin Wealth Management, LLC | 38,189 | $1,584,829 | 0.49% |