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 | $4,067,638 | +17.2% | 166,298 | +18.3% | 0.15% | +7.4% |
| Q2 2023 | $3,470,694 | +1.9% | 140,514 | +2.5% | 0.14% | -4.9% |
| Q1 2023 | $3,404,680 | +32.6% | 137,064 | +29.4% | 0.14% | +27.7% |
| Q4 2022 | $2,567,986 | +3.0% | 105,940 | +1.0% | 0.11% | -5.1% |
| Q3 2022 | $2,494,000 | -9.7% | 104,877 | -8.4% | 0.12% | -10.6% |
| Q2 2022 | $2,763,000 | +0.5% | 114,555 | +13.1% | 0.13% | +15.8% |
| Q4 2021 | $2,749,000 | +6.1% | 101,254 | +7.0% | 0.11% | -7.3% |
| Q3 2021 | $2,592,000 | +2.0% | 94,639 | +2.4% | 0.12% | -2.4% |
| Q2 2021 | $2,541,000 | +20.1% | 92,414 | +19.2% | 0.13% | +5.0% |
| Q1 2021 | $2,116,000 | +122.0% | 77,520 | +119.3% | 0.12% | +73.9% |
| Q4 2020 | $953,000 | +24.4% | 35,350 | +19.4% | 0.07% | 0.0% |
| Q3 2020 | $766,000 | +58.3% | 29,616 | +54.2% | 0.07% | +43.8% |
| Q2 2020 | $484,000 | +139.6% | 19,210 | +124.2% | 0.05% | +77.8% |
| Q1 2020 | $202,000 | -19.2% | 8,567 | -7.7% | 0.03% | -12.9% |
| Q4 2019 | $250,000 | -42.5% | 9,286 | -41.8% | 0.03% | -53.0% |
| Q1 2019 | $435,000 | +97.7% | 15,950 | +102.8% | 0.07% | -32.0% |
| Q3 2017 | $220,000 | – | 7,866 | – | 0.10% | – |
Download | ||||||
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% |