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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,229,000 | +8.1% | 44,953 | +6.6% | 0.38% | +9.7% |
| Q4 2020 | $1,137,000 | +1.5% | 42,172 | -2.6% | 0.35% | +2.0% |
| Q3 2020 | $1,120,000 | -1.5% | 43,283 | -4.1% | 0.34% | +10.3% |
| Q2 2020 | $1,137,000 | +56.2% | 45,117 | +46.0% | 0.31% | +46.9% |
| Q1 2020 | $728,000 | -6.3% | 30,909 | +7.1% | 0.21% | +22.7% |
| Q4 2019 | $777,000 | – | 28,852 | – | 0.17% | – |
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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% |