SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 5 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,199,878 | +811.3% | 89,944 | +825.4% | 0.62% | +324.7% |
| Q1 2023 | $241,409 | -91.8% | 9,719 | -92.0% | 0.15% | -83.3% |
| Q4 2022 | $2,948,337 | -1.7% | 121,627 | -3.5% | 0.87% | -10.5% |
| Q3 2022 | $2,998,000 | +4.9% | 126,045 | +6.4% | 0.98% | -2.1% |
| Q2 2022 | $2,858,000 | -15.6% | 118,503 | -8.1% | 1.00% | -21.4% |
| Q1 2022 | $3,385,000 | -8.2% | 129,009 | -5.1% | 1.27% | -6.0% |
| Q4 2021 | $3,689,000 | +25.1% | 135,881 | +26.2% | 1.35% | +3.7% |
| Q3 2021 | $2,950,000 | +358.1% | 107,691 | +361.0% | 1.30% | +248.1% |
| Q2 2021 | $644,000 | – | 23,358 | – | 0.37% | – |
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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% |