SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 300 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $38,000 | -9.5% | 1,590 | 0.0% | 0.03% | +3.8% |
| Q1 2022 | $42,000 | -41.7% | 1,590 | -39.5% | 0.03% | -39.5% |
| Q3 2021 | $72,000 | 0.0% | 2,628 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $72,000 | 0.0% | 2,628 | 0.0% | 0.04% | +34.4% |
| Q1 2021 | $72,000 | -22.6% | 2,628 | -23.8% | 0.03% | -50.8% |
| Q4 2020 | $93,000 | -11.4% | 3,448 | -17.4% | 0.06% | -30.9% |
| Q2 2020 | $105,000 | +4.0% | 4,173 | -2.3% | 0.09% | -16.1% |
| Q1 2020 | $101,000 | -21.7% | 4,273 | -10.5% | 0.11% | -4.3% |
| Q4 2019 | $129,000 | 0.0% | 4,773 | 0.0% | 0.12% | -12.0% |
| Q3 2019 | $129,000 | -0.8% | 4,773 | 0.0% | 0.13% | -2.2% |
| Q2 2019 | $130,000 | -96.5% | 4,773 | -95.3% | 0.14% | -51.3% |
| Q1 2019 | $3,748,000 | – | 101,902 | – | 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% |