SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 237 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is 3.53 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $253,128 | -12.0% | 10,190 | -14.1% | 0.15% | -15.9% |
| Q4 2022 | $287,620 | +0.9% | 11,866 | -0.9% | 0.18% | -12.9% |
| Q3 2022 | $285,000 | -2.7% | 11,972 | -1.6% | 0.21% | +1.0% |
| Q2 2022 | $293,000 | +5.0% | 12,164 | +14.6% | 0.21% | +22.5% |
| Q1 2022 | $279,000 | +7.3% | 10,615 | +11.0% | 0.17% | +8.3% |
| Q4 2021 | $260,000 | +2.8% | 9,563 | +3.6% | 0.16% | -5.5% |
| Q3 2021 | $253,000 | +5.0% | 9,235 | +5.7% | 0.16% | +5.8% |
| Q2 2021 | $241,000 | -7.3% | 8,734 | -8.5% | 0.16% | -10.3% |
| Q1 2021 | $260,000 | +12.6% | 9,541 | +11.5% | 0.17% | +0.6% |
| Q4 2020 | $231,000 | -2.1% | 8,560 | -2.6% | 0.17% | -12.6% |
| Q4 2019 | $236,000 | – | 8,787 | – | 0.20% | – |
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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% |