SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 322 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $256,000 | -23.6% | 9,758 | -21.0% | 0.05% | -21.9% |
| Q4 2021 | $335,000 | +57.3% | 12,356 | +59.9% | 0.06% | -7.2% |
| Q2 2021 | $213,000 | 0.0% | 7,729 | -1.0% | 0.07% | -18.8% |
| Q1 2021 | $213,000 | +4.9% | 7,810 | +3.9% | 0.08% | 0.0% |
| Q4 2020 | $203,000 | +1.5% | 7,517 | -5.4% | 0.08% | -17.5% |
| Q2 2020 | $200,000 | -81.0% | 7,944 | -79.7% | 0.10% | -81.2% |
| Q1 2020 | $1,053,000 | 0.0% | 39,096 | 0.0% | 0.55% | +0.2% |
| Q4 2019 | $1,053,000 | -34.4% | 39,096 | -34.7% | 0.55% | +6750.0% |
| Q3 2019 | $1,605,000 | -4.9% | 59,827 | -3.5% | 0.01% | -99.0% |
| Q2 2019 | $1,688,000 | +45.1% | 62,012 | +44.7% | 0.82% | +52.6% |
| Q1 2019 | $1,163,000 | +34.0% | 42,866 | +33.7% | 0.53% | +21.9% |
| Q4 2018 | $868,000 | -2.8% | 32,051 | -1.0% | 0.44% | -8.0% |
| Q3 2018 | $893,000 | +13.8% | 32,361 | +12.5% | 0.48% | +4.6% |
| Q2 2018 | $785,000 | +19.5% | 28,756 | +19.8% | 0.46% | +34.2% |
| Q1 2018 | $657,000 | +2886.4% | 24,007 | +3038.2% | 0.34% | +2725.0% |
| Q4 2017 | $22,000 | – | 765 | – | 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% |