SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 5 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,481,637 | -1.0% | 60,573 | -0.0% | 0.35% | +6.8% |
| Q2 2023 | $1,496,175 | -8.7% | 60,574 | -8.2% | 0.32% | -13.6% |
| Q1 2023 | $1,639,537 | +0.5% | 66,004 | -2.0% | 0.38% | -1.6% |
| Q4 2022 | $1,632,059 | -4.3% | 67,329 | -6.0% | 0.38% | -7.5% |
| Q3 2022 | $1,705,000 | -4.5% | 71,623 | -3.3% | 0.41% | +2.2% |
| Q2 2022 | $1,786,000 | -8.1% | 74,060 | 0.0% | 0.40% | +11.3% |
| Q1 2022 | $1,944,000 | -3.8% | 74,060 | -0.5% | 0.36% | -4.7% |
| Q4 2021 | $2,020,000 | -4.8% | 74,409 | -3.9% | 0.38% | -13.0% |
| Q3 2021 | $2,121,000 | -3.2% | 77,450 | -2.4% | 0.44% | -8.2% |
| Q2 2021 | $2,190,000 | +1.8% | 79,349 | +0.9% | 0.48% | -5.9% |
| Q1 2021 | $2,151,000 | +4.5% | 78,678 | -1.4% | 0.51% | -22.3% |
| Q3 2020 | $2,059,000 | -39.7% | 79,770 | -41.2% | 0.65% | -40.2% |
| Q2 2020 | $3,417,000 | – | 135,576 | – | 1.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cassaday & Co Inc. | 1,104,206 | $28,367,000 | 13.66% |
| D'Orazio & Associates, Inc. | 860,220 | $22,099,000 | 10.79% |
| Tactical Allocation Group LLC | 272,315 | $6,996,000 | 8.20% |
| NOTTINGHAM ADVISORS, INC. | 952,784 | $24,477,000 | 4.55% |
| Creative Planning | 20,026,661 | $514,484,000 | 4.23% |
| Efficient Market Advisors, LLC | 749,805 | $19,262,000 | 4.14% |
| Stratford Consulting, LLC | 283,895 | $7,293,000 | 3.77% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 586,443 | $15,066,000 | 3.67% |
| Dakota Wealth Management | 201,781 | $5,184,000 | 3.51% |
| Advisory Alpha, LLC | 230,698 | $5,922,000 | 3.40% |