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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,447,979 | -1.0% | 140,964 | -0.1% | 1.55% | -20.9% |
| Q2 2023 | $3,484,207 | +11.8% | 141,061 | +12.5% | 1.96% | -2.5% |
| Q1 2023 | $3,115,458 | +96533.3% | 125,421 | -5.7% | 2.01% | +4.0% |
| Q4 2022 | $3,224 | -99.9% | 132,984 | +20.6% | 1.94% | +12.8% |
| Q3 2022 | $2,622,000 | -0.2% | 110,248 | +1.3% | 1.72% | +0.1% |
| Q2 2022 | $2,626,000 | -2.1% | 108,886 | +6.5% | 1.71% | +9.0% |
| Q1 2022 | $2,683,000 | +8.9% | 102,258 | +12.7% | 1.57% | +10.5% |
| Q4 2021 | $2,463,000 | – | 90,711 | – | 1.42% | – |
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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% |