SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 309 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42 | 0.0% | 1,697 | 0.0% | 0.02% | -6.2% |
| Q2 2023 | $42 | 0.0% | 1,697 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $42 | +2.4% | 1,697 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $41 | -99.9% | 1,697 | 0.0% | 0.02% | -15.8% |
| Q3 2022 | $40,000 | -2.4% | 1,697 | 0.0% | 0.02% | +5.6% |
| Q2 2022 | $41,000 | -8.9% | 1,697 | 0.0% | 0.02% | +12.5% |
| Q1 2022 | $45,000 | -2.2% | 1,697 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $46,000 | 0.0% | 1,697 | 0.0% | 0.02% | -11.1% |
| Q3 2021 | $46,000 | -2.1% | 1,697 | 0.0% | 0.02% | -5.3% |
| Q2 2021 | $47,000 | +2.2% | 1,697 | 0.0% | 0.02% | -17.4% |
| Q1 2021 | $46,000 | 0.0% | 1,697 | 0.0% | 0.02% | -8.0% |
| Q4 2020 | $46,000 | +4.5% | 1,697 | 0.0% | 0.02% | -3.8% |
| Q3 2020 | $44,000 | +2.3% | 1,697 | 0.0% | 0.03% | -7.1% |
| Q2 2020 | $43,000 | +7.5% | 1,697 | 0.0% | 0.03% | -22.2% |
| Q1 2020 | $40,000 | -13.0% | 1,697 | 0.0% | 0.04% | +5.9% |
| Q4 2019 | $46,000 | 0.0% | 1,697 | 0.0% | 0.03% | -2.9% |
| Q3 2019 | $46,000 | -6.1% | 1,697 | -6.1% | 0.04% | -10.3% |
| Q2 2019 | $49,000 | -12.5% | 1,807 | -12.2% | 0.04% | -18.8% |
| Q1 2019 | $56,000 | – | 2,058 | – | 0.05% | – |
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% |