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 | $655,124 | +98414.9% | 26,523 | -0.9% | 0.01% | -16.7% |
Q1 2023 | $665 | -9.0% | 26,776 | -11.2% | 0.01% | -14.3% |
Q4 2022 | $731 | -99.9% | 30,161 | -2.8% | 0.01% | -17.6% |
Q3 2022 | $738,000 | -2.3% | 31,037 | -0.8% | 0.02% | 0.0% |
Q2 2022 | $755,000 | -8.7% | 31,289 | -0.7% | 0.02% | +6.2% |
Q1 2022 | $827,000 | -25.0% | 31,517 | -23.0% | 0.02% | -38.5% |
Q4 2021 | $1,102,000 | +24.4% | 40,907 | +26.5% | 0.03% | +44.4% |
Q3 2021 | $886,000 | -2.5% | 32,345 | -1.9% | 0.02% | 0.0% |
Q2 2021 | $909,000 | -5.6% | 32,970 | -6.4% | 0.02% | -18.2% |
Q1 2021 | $963,000 | -12.6% | 35,221 | -13.9% | 0.02% | -18.5% |
Q4 2020 | $1,102,000 | +2.7% | 40,907 | -1.4% | 0.03% | -10.0% |
Q3 2020 | $1,073,000 | -1.3% | 41,472 | -3.8% | 0.03% | -11.8% |
Q2 2020 | $1,087,000 | -16.1% | 43,132 | -10.3% | 0.03% | -10.5% |
Q4 2019 | $1,295,000 | -3.0% | 48,067 | -2.7% | 0.04% | -11.6% |
Q3 2019 | $1,335,000 | -11.6% | 49,415 | -10.9% | 0.04% | -10.4% |
Q2 2019 | $1,510,000 | -48.6% | 55,451 | -48.6% | 0.05% | -48.4% |
Q1 2019 | $2,938,000 | +3.2% | 107,822 | -1.4% | 0.09% | -17.7% |
Q4 2018 | $2,848,000 | – | 109,408 | – | 0.11% | – |
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% |