SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 320 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $8,000 | 0.0% | 311 | +4.7% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | +14.3% | 297 | +10.8% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | 0.0% | 268 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | 0.0% | 268 | +1.5% | 0.00% | +100.0% |
| Q4 2020 | $7,000 | 0.0% | 264 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | +250.0% | 264 | +256.8% | 0.00% | – |
| Q2 2020 | $2,000 | -77.8% | 74 | -80.7% | 0.00% | -100.0% |
| Q1 2020 | $9,000 | +12.5% | 384 | +22.7% | 0.00% | 0.0% |
| Q4 2019 | $8,000 | 0.0% | 313 | +2.3% | 0.00% | +100.0% |
| Q3 2019 | $8,000 | -65.2% | 306 | -63.2% | 0.00% | -80.0% |
| Q2 2019 | $23,000 | +283.3% | 831 | +253.6% | 0.01% | +400.0% |
| Q1 2019 | $6,000 | – | 235 | – | 0.00% | – |
| Q4 2018 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2018 | $11,000 | -50.0% | 402 | -51.6% | 0.00% | -60.0% |
| Q2 2018 | $22,000 | -4.3% | 831 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $23,000 | -54.0% | 831 | -51.7% | 0.01% | -58.3% |
| Q4 2017 | $50,000 | – | 1,720 | – | 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% |