SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 300 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $207,330 | -57.9% | 8,481 | -57.5% | 0.00% | -25.0% |
Q2 2023 | $492,480 | +98.2% | 19,948 | +100.0% | 0.00% | 0.0% |
Q1 2023 | $248,467 | +1.9% | 9,974 | -0.9% | 0.00% | 0.0% |
Q4 2022 | $243,804 | -17.6% | 10,061 | -19.0% | 0.00% | -20.0% |
Q3 2022 | $296,000 | -28.7% | 12,416 | -21.7% | 0.01% | -16.7% |
Q1 2022 | $415,000 | -4.8% | 15,847 | -1.5% | 0.01% | -14.3% |
Q4 2021 | $436,000 | -18.7% | 16,092 | -17.9% | 0.01% | -22.2% |
Q3 2021 | $536,000 | -53.2% | 19,592 | -52.9% | 0.01% | -40.0% |
Q2 2021 | $1,146,000 | +113.4% | 41,586 | +111.6% | 0.02% | 0.0% |
Q1 2021 | $537,000 | -17.3% | 19,652 | -18.5% | 0.02% | -53.1% |
Q3 2020 | $649,000 | -38.7% | 24,108 | +125.0% | 0.03% | -31.9% |
Q2 2018 | $1,058,000 | – | 10,717 | – | 0.05% | – |
Download |
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% |