SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 291 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 24.34 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,250,260 | +21.7% | 337,296 | +22.9% | 0.27% | +23.1% |
| Q2 2023 | $6,777,927 | -1.4% | 274,410 | -0.8% | 0.22% | +0.5% |
| Q1 2023 | $6,870,918 | -0.1% | 276,607 | -2.5% | 0.22% | -17.3% |
| Q4 2022 | $6,879,966 | +7.9% | 283,827 | +5.8% | 0.26% | -3.0% |
| Q3 2022 | $6,377,000 | +17.9% | 268,152 | +19.5% | 0.27% | +76.3% |
| Q2 2022 | $5,411,000 | +1.8% | 224,321 | +10.7% | 0.15% | -2.6% |
| Q1 2022 | $5,317,000 | – | 202,637 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| D'Orazio & Associates, Inc. | 902,445 | $23,301,000 | 9.79% |
| Astor Investment Management LLC | 1,094,173 | $28,252,000 | 4.83% |
| NOTTINGHAM ADVISORS, INC. | 952,784 | $24,477,000 | 4.55% |
| Tactical Allocation Group LLC | 120,326 | $3,107,000 | 4.52% |
| Efficient Market Advisors, LLC | 978,552 | $25,266,000 | 4.37% |
| Creative Planning | 21,119,262 | $545,299,000 | 4.25% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 671,392 | $17,335,000 | 4.19% |
| DeGreen Capital Management LLC | 183,101 | $4,728,000 | 4.09% |
| Dakota Wealth Management | 197,206 | $5,092,000 | 3.66% |
| Stratford Consulting, LLC | 290,743 | $7,507,000 | 3.52% |