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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,988 | +0.5% | 9,607 | +1.5% | 0.08% | +1.2% |
| Q2 2023 | $233,786 | +6.3% | 9,465 | +4.3% | 0.08% | -5.6% |
| Q4 2022 | $220,002 | +20.9% | 9,076 | +35.4% | 0.09% | +32.8% |
| Q4 2021 | $182,000 | 0.0% | 6,703 | +0.8% | 0.07% | -6.9% |
| Q3 2021 | $182,000 | +6.4% | 6,651 | +7.4% | 0.07% | +10.8% |
| Q2 2021 | $171,000 | +1.2% | 6,194 | 0.0% | 0.06% | -3.0% |
| Q1 2021 | $169,000 | +2.4% | 6,194 | +0.9% | 0.07% | -4.3% |
| Q4 2020 | $165,000 | +5.8% | 6,139 | +1.6% | 0.07% | -7.9% |
| Q3 2020 | $156,000 | -20.0% | 6,041 | -16.6% | 0.08% | -16.5% |
| Q4 2019 | $195,000 | – | 7,240 | – | 0.09% | – |
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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% |