SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 300 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,371,714 | +10.0% | 98,005 | +11.4% | 1.44% | +11.5% |
| Q2 2023 | $2,155,378 | +23.7% | 87,975 | +25.5% | 1.29% | +22.8% |
| Q1 2023 | $1,741,740 | +48.9% | 70,118 | +45.3% | 1.05% | +32.2% |
| Q4 2022 | $1,169,885 | +10.0% | 48,263 | +7.9% | 0.80% | -9.4% |
| Q3 2022 | $1,064,000 | +46.4% | 44,740 | +48.4% | 0.88% | +41.5% |
| Q2 2022 | $727,000 | – | 30,149 | – | 0.62% | – |
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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% |