SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 322 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $7,336 | -0.6% | 297 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $7,377 | -31.9% | 297 | -33.6% | 0.01% | -12.5% |
| Q4 2022 | $10,835 | -80.7% | 447 | -81.1% | 0.01% | -81.8% |
| Q3 2022 | $56,000 | -8.2% | 2,369 | -6.8% | 0.04% | -4.3% |
| Q2 2022 | $61,000 | -49.6% | 2,542 | -44.9% | 0.05% | -41.8% |
| Q1 2022 | $121,000 | -74.2% | 4,614 | -73.3% | 0.08% | -72.4% |
| Q4 2021 | $469,000 | +69.9% | 17,289 | +71.3% | 0.29% | +63.4% |
| Q3 2021 | $276,000 | +1004.0% | 10,094 | +997.2% | 0.18% | +1066.7% |
| Q2 2021 | $25,000 | 0.0% | 920 | +0.4% | 0.02% | -6.2% |
| Q1 2021 | $25,000 | 0.0% | 916 | +0.3% | 0.02% | -5.9% |
| Q4 2020 | $25,000 | – | 913 | – | 0.02% | – |
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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% |