SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 103 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $14,495 | +3.5% | 366 | +6.7% | 0.00% | 0.0% |
Q2 2022 | $14,000 | -96.2% | 343 | -95.1% | 0.00% | -90.0% |
Q1 2022 | $365,000 | -13.3% | 7,016 | -1.6% | 0.01% | +11.1% |
Q4 2021 | $421,000 | +139.2% | 7,133 | +146.6% | 0.01% | +80.0% |
Q3 2021 | $176,000 | +47.9% | 2,893 | +62.9% | 0.01% | +66.7% |
Q2 2021 | $119,000 | -28.7% | 1,776 | -28.0% | 0.00% | -25.0% |
Q1 2021 | $167,000 | – | 2,466 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Capital Planning Advisors, LLC | 616,888 | $32,060,000 | 6.86% |
Sweet Financial Partners, LLC | 258,019 | $13,409,000 | 3.59% |
Financial Engines Advisors L.L.C. | 23,925,401 | $1,243,403,000 | 3.32% |
Intrua Financial, LLC | 327,388 | $17,014,000 | 3.04% |
NovaPoint Capital, LLC | 104,824 | $5,448,000 | 1.98% |
Concord Wealth Partners | 138,840 | $7,216,000 | 1.87% |
Financial Guidance Group, Inc. | 47,163 | $2,451,000 | 1.68% |
OneDigital Investment Advisors LLC | 785,053 | $40,799,000 | 1.54% |
Andesa Financial Management Inc. | 53,518 | $2,786,000 | 1.50% |
Towerpoint Wealth, LLC | 57,397 | $2,983,000 | 1.48% |