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 | $2,785,000 | +70.6% | 113,858 | +72.3% | 0.78% | +63.7% |
| Q2 2023 | $1,632,000 | -52.8% | 66,072 | -52.6% | 0.48% | -51.5% |
| Q1 2023 | $3,459,000 | +2.5% | 139,248 | 0.0% | 0.98% | -0.6% |
| Q4 2022 | $3,375,000 | -3.5% | 139,248 | -5.3% | 0.99% | -9.4% |
| Q3 2022 | $3,496,000 | -2.7% | 147,028 | -1.3% | 1.09% | +5.9% |
| Q2 2022 | $3,593,000 | -12.1% | 148,973 | -4.3% | 1.03% | -0.3% |
| Q1 2022 | $4,086,000 | +100.6% | 155,698 | +107.5% | 1.03% | +103.8% |
| Q4 2021 | $2,037,000 | – | 75,043 | – | 0.51% | – |
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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% |