Advantage Trust Co - SPDR SER TR ownership

SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 125 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.

Quarter-by-quarter ownership
Advantage Trust Co ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$1,911,905
-30.4%
41,500
-27.4%
1.37%
-32.2%
Q1 2024$2,746,666
-4.4%
57,127
-7.2%
2.02%
-10.6%
Q4 2023$2,874,47861,5522.26%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Capital Planning Advisors, LLC 600,855$36,592,0007.59%
Concord Wealth Partners 225,135$13,711,0005.62%
Corrigan Financial, Inc. 248,840$15,154,3464.63%
Sanchez Wealth Management Group 123,553$7,524,0003.38%
Financial Engines Advisors L.L.C. 18,382,295$1,119,481,0003.31%
Andesa Financial Management Inc. 66,636$4,059,0002.21%
NovaPoint Capital, LLC 87,698$5,341,0002.14%
Bulltick Wealth Management, LLC 136,445$8,309,5011.89%
Towerpoint Wealth, LLC 51,725$3,150,0001.57%
Mascoma Wealth Management LLC 57,084$3,476,0001.35%
View complete list of SPDR SER TR shareholders