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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $957,267 | -5.0% | 39,136 | -4.1% | 0.88% | +1.0% |
Q2 2023 | $1,007,884 | -8.7% | 40,805 | -8.2% | 0.87% | -5.0% |
Q1 2023 | $1,103,641 | -1.5% | 44,430 | -3.9% | 0.92% | +0.1% |
Q4 2022 | $1,120,373 | -1.1% | 46,220 | -3.0% | 0.92% | +14.6% |
Q3 2022 | $1,133,000 | -11.4% | 47,655 | -2.3% | 0.80% | +15.1% |
Q1 2022 | $1,279,000 | +1.2% | 48,755 | +4.6% | 0.70% | +4.5% |
Q4 2021 | $1,264,000 | +5.1% | 46,590 | +6.0% | 0.67% | -0.7% |
Q3 2021 | $1,203,000 | +6.3% | 43,945 | +7.0% | 0.67% | +7.9% |
Q2 2021 | $1,132,000 | +5.2% | 41,070 | +4.2% | 0.62% | -1.0% |
Q1 2021 | $1,076,000 | +9.6% | 39,400 | +8.1% | 0.63% | +2.8% |
Q4 2020 | $982,000 | +23.2% | 36,450 | +18.2% | 0.61% | +7.7% |
Q3 2020 | $797,000 | -6.2% | 30,845 | -8.6% | 0.57% | -18.2% |
Q2 2020 | $850,000 | +13.2% | 33,739 | +5.8% | 0.69% | -12.0% |
Q1 2020 | $751,000 | +8.1% | 31,897 | +23.5% | 0.79% | +36.0% |
Q4 2019 | $695,000 | – | 25,831 | – | 0.58% | – |
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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% |