SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 284 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,888 | -24.2% | 577 | +2208.0% | 0.00% | -100.0% |
| Q2 2023 | $18,326 | +1732.6% | 25 | -39.0% | 0.05% | +4900.0% |
| Q4 2020 | $1,000 | -100.0% | 41 | -99.4% | 0.00% | -85.7% |
| Q1 2020 | $2,154,000 | +1021.9% | 7,443 | -52.2% | 0.01% | -94.7% |
| Q4 2019 | $192,000 | -62.4% | 15,562 | -17.6% | 0.13% | -69.9% |
| Q3 2019 | $510,000 | +37.8% | 18,877 | +39.1% | 0.44% | +44.4% |
| Q2 2019 | $370,000 | +8.8% | 13,572 | +8.2% | 0.30% | +10.5% |
| Q1 2019 | $340,000 | – | 12,544 | – | 0.28% | – |
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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% |