SPDR SER TR's ticker is KOMP and the CUSIP is 78468R648. A total of 70 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,651,017 | -40.0% | 66,936 | -32.5% | 0.00% | 0.0% |
| Q2 2023 | $4,421,218 | -29.0% | 99,131 | -32.0% | 0.00% | -50.0% |
| Q1 2023 | $6,226,286 | +10.1% | 145,814 | +1.6% | 0.00% | 0.0% |
| Q4 2022 | $5,657,046 | -0.1% | 143,507 | -2.2% | 0.00% | 0.0% |
| Q3 2022 | $5,664,000 | -7.5% | 146,769 | -2.8% | 0.00% | 0.0% |
| Q2 2022 | $6,122,000 | +853.6% | 150,997 | +1121.9% | 0.00% | – |
| Q1 2022 | $642,000 | +21.1% | 12,358 | +37.4% | 0.00% | – |
| Q4 2021 | $530,000 | +409.6% | 8,996 | +425.5% | 0.00% | – |
| Q3 2021 | $104,000 | +89.1% | 1,712 | +108.3% | 0.00% | – |
| Q2 2021 | $55,000 | +1275.0% | 822 | +1367.9% | 0.00% | – |
| Q1 2021 | $4,000 | -88.2% | 56 | -90.6% | 0.00% | – |
| Q4 2020 | $34,000 | +88.9% | 594 | +39.8% | 0.00% | – |
| Q3 2020 | $18,000 | – | 425 | +42400.0% | 0.00% | – |
| Q2 2020 | $0 | – | 1 | – | 0.00% | – |
| Q1 2020 | $0 | – | 0 | -100.0% | 0.00% | – |
| Q4 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2019 | $0 | – | 1 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Planning Advisors, LLC | 612,454 | $36,104,000 | 6.88% |
| Corrigan Financial, Inc. | 252,887 | $14,907,702 | 4.29% |
| Financial Engines Advisors L.L.C. | 20,604,974 | $1,214,663,000 | 3.23% |
| Concord Wealth Partners | 195,263 | $11,511,000 | 2.82% |
| Sanchez Wealth Management Group | 103,817 | $6,120,000 | 2.58% |
| NovaPoint Capital, LLC | 100,164 | $5,905,000 | 2.12% |
| Intrua Financial, LLC | 188,834 | $11,132,000 | 1.95% |
| Andesa Financial Management Inc. | 66,811 | $3,939,000 | 1.94% |
| WealthCare Investment Partners, LLC | 32,340 | $1,906,000 | 1.84% |
| Sweet Financial Partners, LLC | 70,661 | $4,165,000 | 1.73% |