SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 309 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $704 | -46.8% | 28,519 | -47.8% | 0.01% | -63.2% |
| Q4 2022 | $1,323 | -99.9% | 54,609 | -6.9% | 0.02% | +26.7% |
| Q3 2022 | $1,395,000 | +201.9% | 58,672 | +247.8% | 0.02% | +400.0% |
| Q3 2021 | $462,000 | -15.4% | 16,870 | -15.6% | 0.00% | -50.0% |
| Q1 2021 | $546,000 | -22.2% | 19,984 | -26.4% | 0.01% | -70.0% |
| Q3 2020 | $702,000 | +27.6% | 27,165 | +24.3% | 0.02% | +17.6% |
| Q2 2020 | $550,000 | +24.7% | 21,858 | +34.9% | 0.02% | -39.3% |
| Q2 2019 | $441,000 | – | 16,203 | – | 0.03% | – |
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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% |