SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 341 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 10.84 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $459,066 | -38.9% | 18,768 | -38.3% | 0.19% | -38.5% |
| Q2 2023 | $751,089 | -2.8% | 30,408 | -4.6% | 0.30% | -10.1% |
| Q4 2022 | $772,462 | -85.7% | 31,867 | -85.8% | 0.34% | -86.6% |
| Q2 2022 | $5,407,000 | -4.5% | 224,171 | +3.9% | 2.53% | +6.4% |
| Q1 2022 | $5,661,000 | +3.1% | 215,743 | +6.7% | 2.38% | +1.6% |
| Q4 2021 | $5,490,000 | +1.5% | 202,211 | +2.4% | 2.34% | -7.0% |
| Q3 2021 | $5,411,000 | +6.7% | 197,559 | +7.5% | 2.51% | +4.5% |
| Q2 2021 | $5,071,000 | +23.1% | 183,859 | +22.0% | 2.41% | +9.5% |
| Q1 2021 | $4,118,000 | +149.3% | 150,673 | +114.9% | 2.20% | +32.6% |
| Q1 2020 | $1,652,000 | -6.7% | 70,129 | +6.7% | 1.66% | +21.6% |
| Q4 2019 | $1,771,000 | +5.9% | 65,729 | +6.1% | 1.36% | +0.9% |
| Q3 2019 | $1,673,000 | +3.5% | 61,923 | +4.3% | 1.35% | +3.2% |
| Q2 2019 | $1,616,000 | – | 59,342 | – | 1.31% | – |
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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% |