SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 54 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $99,092 | +56.6% | 2,502 | +76.3% | 0.00% | – |
| Q2 2023 | $63,288 | -27.0% | 1,419 | -30.1% | 0.00% | – |
| Q1 2023 | $86,680 | +133.7% | 2,030 | +115.7% | 0.00% | – |
| Q4 2022 | $37,094 | +12.4% | 941 | +10.6% | 0.00% | – |
| Q3 2022 | $33,000 | -13.2% | 851 | -10.0% | 0.00% | – |
| Q2 2022 | $38,000 | -33.3% | 946 | -13.2% | 0.00% | – |
| Q1 2022 | $57,000 | -21.9% | 1,090 | -12.6% | 0.00% | – |
| Q4 2021 | $73,000 | -15.1% | 1,247 | -11.5% | 0.00% | – |
| Q3 2021 | $86,000 | -1.1% | 1,409 | +8.1% | 0.00% | – |
| Q2 2021 | $87,000 | -12.1% | 1,304 | -10.6% | 0.00% | – |
| Q1 2021 | $99,000 | +16.5% | 1,458 | -1.0% | 0.00% | – |
| Q4 2020 | $85,000 | +51.8% | 1,472 | +12.3% | 0.00% | – |
| Q3 2020 | $56,000 | +2700.0% | 1,311 | +2575.5% | 0.00% | – |
| Q2 2020 | $2,000 | +100.0% | 49 | +11.4% | 0.00% | – |
| Q1 2020 | $1,000 | – | 44 | – | 0.00% | – |
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% |