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 | $396,052 | -9.0% | 16,191 | -8.2% | 0.08% | -11.4% |
Q2 2023 | $435,412 | -0.9% | 17,628 | -2.8% | 0.09% | -5.4% |
Q4 2022 | $439,525 | +11.3% | 18,132 | +24.6% | 0.09% | +25.7% |
Q4 2021 | $395,000 | +3.7% | 14,557 | +4.7% | 0.07% | -5.1% |
Q3 2021 | $381,000 | -4.0% | 13,905 | -3.5% | 0.08% | -3.7% |
Q2 2021 | $397,000 | +7.0% | 14,409 | +6.2% | 0.08% | +1.2% |
Q1 2021 | $371,000 | +1.6% | 13,571 | +0.2% | 0.08% | -11.1% |
Q4 2020 | $365,000 | – | 13,544 | +5.2% | 0.09% | – |
Q3 2020 | $0 | -100.0% | 12,879 | -33.9% | 0.00% | -100.0% |
Q1 2020 | $459,000 | +18.0% | 19,480 | +34.9% | 0.16% | +48.6% |
Q4 2019 | $389,000 | +1.0% | 14,445 | +1.9% | 0.11% | -27.5% |
Q3 2019 | $385,000 | – | 14,182 | – | 0.15% | – |
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% |