SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 341 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 10.84 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,186,920 | -17.1% | 89,408 | -16.2% | 0.53% | -14.0% |
| Q2 2023 | $2,636,503 | -1.1% | 106,741 | -0.6% | 0.61% | +1.7% |
| Q1 2023 | $2,666,425 | +94387.1% | 107,344 | -7.8% | 0.60% | -1.8% |
| Q4 2022 | $2,822 | -99.8% | 116,421 | +73.4% | 0.61% | +69.6% |
| Q3 2022 | $1,596,000 | +34.0% | 67,123 | +35.9% | 0.36% | +54.0% |
| Q2 2022 | $1,191,000 | -50.5% | 49,399 | -46.1% | 0.24% | -28.1% |
| Q1 2022 | $2,406,000 | +149.3% | 91,704 | +158.0% | 0.33% | +151.5% |
| Q4 2021 | $965,000 | +78.0% | 35,549 | +79.6% | 0.13% | +71.1% |
| Q3 2021 | $542,000 | – | 19,798 | – | 0.08% | – |
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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% |