SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 330 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 2.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,609,000 | -57.1% | 65,783 | -56.7% | 0.10% | -51.7% |
| Q2 2023 | $3,751,000 | +227647.4% | 151,872 | +129.0% | 0.21% | +64.6% |
| Q1 2023 | $1,647 | -52.1% | 66,324 | -53.2% | 0.13% | -42.8% |
| Q4 2022 | $3,437 | -99.7% | 141,789 | +162.9% | 0.22% | +72.1% |
| Q3 2022 | $1,282,000 | -80.9% | 53,930 | -78.2% | 0.13% | -66.5% |
| Q4 2021 | $6,719,000 | +75.5% | 247,464 | +77.1% | 0.38% | +48.6% |
| Q3 2021 | $3,828,000 | -47.0% | 139,755 | -46.7% | 0.26% | -45.9% |
| Q2 2021 | $7,228,000 | +97.9% | 262,059 | +96.4% | 0.48% | +277.2% |
| Q1 2021 | $3,652,000 | +44.2% | 133,463 | +42.0% | 0.13% | +17.6% |
| Q4 2020 | $2,533,000 | +33.7% | 93,984 | +28.3% | 0.11% | +13.7% |
| Q3 2020 | $1,895,000 | +111.0% | 73,253 | +105.6% | 0.10% | +93.9% |
| Q2 2020 | $898,000 | +468.4% | 35,636 | +430.1% | 0.05% | +308.3% |
| Q1 2020 | $158,000 | -70.5% | 6,723 | -66.2% | 0.01% | -70.7% |
| Q4 2019 | $535,000 | -7.8% | 19,867 | -7.5% | 0.04% | -14.6% |
| Q3 2019 | $580,000 | – | 21,483 | – | 0.05% | – |
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% |