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 | $771,925 | +57.5% | 32,070 | +61.6% | 0.24% | +54.8% |
| Q2 2023 | $490,246 | -4.1% | 19,848 | -3.6% | 0.16% | -20.3% |
| Q1 2023 | $511,207 | +48.3% | 20,580 | +44.7% | 0.20% | +37.8% |
| Q4 2022 | $344,766 | -11.1% | 14,223 | -12.7% | 0.14% | -18.8% |
| Q3 2022 | $388,000 | -18.0% | 16,298 | -17.0% | 0.18% | -11.1% |
| Q2 2022 | $473,000 | +80.5% | 19,631 | +96.3% | 0.20% | +90.4% |
| Q1 2022 | $262,000 | – | 9,998 | – | 0.10% | – |
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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% |