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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $895,383 | -30.5% | 36,046 | -32.2% | 0.34% | -36.1% |
| Q4 2022 | $1,288,017 | +537.6% | 53,136 | +608.5% | 0.52% | +482.2% |
| Q4 2019 | $202,000 | -0.5% | 7,500 | 0.0% | 0.09% | -26.8% |
| Q3 2019 | $203,000 | -0.5% | 7,500 | 0.0% | 0.12% | +3.4% |
| Q2 2019 | $204,000 | -28.7% | 7,500 | -28.6% | 0.12% | -30.0% |
| Q1 2019 | $286,000 | +4.8% | 10,500 | 0.0% | 0.17% | -17.9% |
| Q4 2018 | $273,000 | – | 10,500 | – | 0.21% | – |
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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% |