SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 341 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 10.84 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $369 | -99.9% | 15,243 | +16.7% | 0.02% | +17.6% |
| Q3 2022 | $311,000 | +24.9% | 13,063 | +26.5% | 0.02% | +21.4% |
| Q2 2022 | $249,000 | +12.7% | 10,324 | +30.5% | 0.01% | -51.7% |
| Q2 2017 | $221,000 | -18.8% | 7,911 | -19.4% | 0.03% | -27.5% |
| Q4 2016 | $272,000 | -9.9% | 9,815 | -9.9% | 0.04% | -11.1% |
| Q3 2016 | $302,000 | +9.4% | 10,897 | +6.6% | 0.04% | 0.0% |
| Q2 2016 | $276,000 | +25.5% | 10,226 | +20.1% | 0.04% | +18.4% |
| Q1 2016 | $220,000 | -9.5% | 8,515 | -9.9% | 0.04% | -13.6% |
| Q4 2015 | $243,000 | +5.7% | 9,451 | +10.8% | 0.04% | -4.3% |
| Q3 2015 | $230,000 | -30.9% | 8,528 | -26.0% | 0.05% | -24.6% |
| Q2 2015 | $333,000 | +19.8% | 11,528 | +21.0% | 0.06% | +29.8% |
| Q1 2015 | $278,000 | -0.4% | 9,528 | -1.3% | 0.05% | +9.3% |
| Q4 2014 | $279,000 | -29.4% | 9,656 | -26.7% | 0.04% | -30.6% |
| Q3 2014 | $395,000 | – | 13,181 | – | 0.06% | – |
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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% |