SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 309 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $220 | -0.9% | 9 | 0.0% | 0.00% | – |
| Q2 2023 | $222 | -0.9% | 9 | 0.0% | 0.00% | – |
| Q1 2023 | $224 | +2.8% | 9 | 0.0% | 0.00% | – |
| Q4 2022 | $218 | – | 9 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 9 | -95.6% | 0.00% | -100.0% |
| Q2 2022 | $5,000 | 0.0% | 206 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | -16.7% | 206 | 0.0% | 0.00% | -50.0% |
| Q4 2021 | $6,000 | 0.0% | 206 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $6,000 | 0.0% | 206 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | +20.0% | 206 | 0.0% | 0.00% | +100.0% |
| Q1 2021 | $5,000 | -16.7% | 206 | -10.4% | 0.00% | -50.0% |
| Q4 2020 | $6,000 | +20.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | – | 230 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wela Strategies, Inc. | 460,291 | $11,981,000 | 9.04% |
| D'Orazio & Associates, Inc. | 903,034 | $23,506,000 | 7.72% |
| HARBOR ADVISORY CORP /MA/ | 216,475 | $5,635,000 | 5.58% |
| Berkshire Money Management, Inc. | 719,912 | $18,739,000 | 4.67% |
| DeGreen Capital Management LLC | 308,329 | $80,258,000 | 4.40% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 983,793 | $25,608,000 | 4.35% |
| Stratford Consulting, LLC | 381,140 | $9,921,000 | 3.99% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 808,404 | $21,043,000 | 3.48% |
| SIGMA INVESTMENT COUNSELORS INC | 927,718 | $24,149,000 | 3.36% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 382,351 | $9,953,000 | 3.20% |