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 | $213,378 | -5.2% | 8,724 | -4.2% | 0.12% | -1.7% |
| Q2 2023 | $225,007 | -5.5% | 9,110 | -7.3% | 0.12% | -12.0% |
| Q4 2022 | $238,130 | -17.0% | 9,824 | -7.2% | 0.13% | -17.9% |
| Q4 2021 | $287,000 | -28.2% | 10,589 | -27.6% | 0.16% | -32.2% |
| Q3 2021 | $400,000 | -10.7% | 14,616 | -10.0% | 0.24% | -14.6% |
| Q2 2021 | $448,000 | -9.5% | 16,245 | -10.2% | 0.28% | -14.4% |
| Q1 2021 | $495,000 | -2.0% | 18,097 | -3.4% | 0.33% | +68.6% |
| Q4 2020 | $505,000 | – | 18,730 | – | 0.19% | – |
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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% |