SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 309 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,210,541 | +193314.5% | 253,906 | +195212.3% | 0.31% | – |
| Q2 2023 | $3,211 | -87.6% | 130 | -87.5% | 0.00% | -100.0% |
| Q1 2023 | $25,933 | -64.1% | 1,044 | -65.0% | 0.00% | -75.0% |
| Q4 2022 | $72,308 | -91.2% | 2,983 | -91.4% | 0.00% | -92.3% |
| Q3 2022 | $823,000 | -10.7% | 34,608 | -9.5% | 0.05% | -14.8% |
| Q2 2022 | $922,000 | +21.8% | 38,226 | +32.6% | 0.06% | +56.4% |
| Q1 2022 | $757,000 | +18.8% | 28,833 | +23.0% | 0.04% | +21.9% |
| Q4 2021 | $637,000 | +31.6% | 23,449 | +32.5% | 0.03% | +14.3% |
| Q3 2021 | $484,000 | +96.0% | 17,698 | +92.8% | 0.03% | +64.7% |
| Q4 2020 | $247,000 | +4.2% | 9,180 | 0.0% | 0.02% | -5.6% |
| Q3 2020 | $237,000 | +2.6% | 9,180 | 0.0% | 0.02% | -5.3% |
| Q2 2020 | $231,000 | +1.8% | 9,180 | -4.9% | 0.02% | -29.6% |
| Q1 2020 | $227,000 | -95.5% | 9,655 | -94.9% | 0.03% | -92.6% |
| Q4 2019 | $5,068,000 | +3.4% | 188,148 | +3.7% | 0.37% | -5.9% |
| Q3 2019 | $4,899,000 | +3.3% | 181,407 | +4.1% | 0.39% | +1.8% |
| Q2 2019 | $4,744,000 | +7.1% | 174,245 | +7.2% | 0.38% | +4.9% |
| Q1 2019 | $4,430,000 | +8.7% | 162,602 | +3.8% | 0.36% | -9.2% |
| Q4 2018 | $4,077,000 | – | 156,610 | – | 0.40% | – |
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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% |