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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $375,000 | -3.4% | 14,301 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $388,000 | -55.2% | 14,301 | -54.8% | 0.01% | -60.9% |
| Q3 2021 | $866,000 | -2.9% | 31,626 | -2.3% | 0.02% | -11.5% |
| Q2 2021 | $892,000 | +0.6% | 32,375 | -0.2% | 0.03% | -29.7% |
| Q1 2021 | $887,000 | +3.1% | 32,450 | +1.7% | 0.04% | -2.6% |
| Q4 2020 | $860,000 | +4.1% | 31,921 | 0.0% | 0.04% | -13.6% |
| Q3 2020 | $826,000 | +81.9% | 31,921 | +77.3% | 0.04% | +51.7% |
| Q2 2020 | $454,000 | +7.1% | 18,000 | 0.0% | 0.03% | -14.7% |
| Q1 2020 | $424,000 | -12.6% | 18,000 | 0.0% | 0.03% | -20.9% |
| Q4 2019 | $485,000 | – | 18,000 | – | 0.04% | – |
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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% |