SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 291 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 24.34 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $58,666 | -39.9% | 2,398 | -39.3% | 0.00% | -33.3% |
| Q2 2023 | $97,549 | -30.9% | 3,949 | -30.5% | 0.01% | -40.0% |
| Q1 2023 | $141,237 | +2.6% | 5,685 | +0.1% | 0.01% | 0.0% |
| Q4 2022 | $137,679 | +3.5% | 5,679 | +0.9% | 0.01% | -9.1% |
| Q3 2022 | $133,000 | -2.2% | 5,630 | -0.6% | 0.01% | -21.4% |
| Q2 2022 | $136,000 | -8.1% | 5,664 | +0.4% | 0.01% | +7.7% |
| Q1 2022 | $148,000 | -11.4% | 5,642 | -8.8% | 0.01% | -7.1% |
| Q4 2021 | $167,000 | -0.6% | 6,186 | +0.5% | 0.01% | 0.0% |
| Q3 2021 | $168,000 | -1.2% | 6,154 | +7.6% | 0.01% | -17.6% |
| Q2 2021 | $170,000 | +1.2% | 5,717 | -7.1% | 0.02% | -5.6% |
| Q1 2021 | $168,000 | -3.4% | 6,156 | -4.8% | 0.02% | -14.3% |
| Q4 2020 | $174,000 | +10.1% | 6,466 | +5.9% | 0.02% | -8.7% |
| Q3 2020 | $158,000 | +3.3% | 6,108 | +0.2% | 0.02% | -4.2% |
| Q2 2020 | $153,000 | +15.0% | 6,096 | +7.6% | 0.02% | -7.7% |
| Q1 2020 | $133,000 | -15.3% | 5,668 | -3.1% | 0.03% | +4.0% |
| Q4 2019 | $157,000 | +17.2% | 5,849 | +17.8% | 0.02% | +8.7% |
| Q3 2019 | $134,000 | +61.4% | 4,965 | +63.5% | 0.02% | +53.3% |
| Q2 2019 | $83,000 | +151.5% | 3,037 | +149.3% | 0.02% | +114.3% |
| Q1 2019 | $33,000 | +22.2% | 1,218 | +15.3% | 0.01% | 0.0% |
| Q4 2018 | $27,000 | – | 1,056 | – | 0.01% | – |
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% |