SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 359 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 6.00 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $325,250 | -59.3% | 13,094 | -60.2% | 0.11% | -63.7% |
| Q4 2022 | $798,420 | -0.4% | 32,938 | -2.3% | 0.30% | -5.7% |
| Q3 2022 | $802,000 | -1.7% | 33,710 | -0.4% | 0.32% | -0.6% |
| Q2 2022 | $816,000 | -10.3% | 33,850 | -2.4% | 0.32% | +19.4% |
| Q1 2022 | $910,000 | +74.0% | 34,692 | +80.1% | 0.27% | +90.1% |
| Q4 2021 | $523,000 | – | 19,265 | – | 0.14% | – |
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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% |